See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,540 | $112,881-59.7% | $90,951-49.9% | $158,922-71.3% |
| Participation rate | 20.8% | 74.7%-53.9pp | 69.0%-48.2pp | 82.0%-61.1pp |
| Annual return | 10.60% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $216 | $2,893-92.5% | $2,122-89.8% | $4,761-95.5% |
| Participant deferral / active EE | $1,170 | $4,128-71.6% | $3,373-65.3% | $5,982-80.4% |
| Admin fee / account holder | $77,541 | $8,041+864.4% | $5,959+1201.3% | $11,246+589.5% |