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 | $32,487 | $58,264-44.2% | $86,612-62.5% | $71,457-54.5% |
| Participation rate | 29.9% | 65.0%-35.1pp | 71.7%-41.8pp | 67.9%-38.0pp |
| Annual return | 39.05% | 21.63%+17.4pp | 591.07%-552.0pp | 28.85%+10.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,316 | $3,436+54.7% | $4,438+19.8% | $4,289+23.9% |
| Admin fee / account holder | $4,784 | $1,057+352.6% | $5,614-14.8% | $1,587+201.4% |