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 | $33,041 | $96,305-65.7% | $80,569-59.0% | $139,434-76.3% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 16.38% | 1350.08%-1333.7pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $34 | $3,262-99.0% | $2,723-98.8% | $4,751-99.3% |
| Participant deferral / active EE | $2,218 | $5,232-57.6% | $4,447-50.1% | $6,710-66.9% |
| Admin fee / account holder | $1,929 | $6,599-70.8% | $5,377-64.1% | $11,403-83.1% |