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 | $61,873 | $72,400-14.5% | $67,502-8.3% | $145,922-57.6% |
| Participation rate | 35.3% | 76.9%-41.6pp | 72.9%-37.6pp | 80.3%-45.0pp |
| Annual return | 10.26% | 7182.46%-7172.2pp | 3512.12%-3501.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $86 | $3,069-97.2% | $2,731-96.9% | $4,660-98.2% |
| Participant deferral / active EE | $1,724 | $4,783-64.0% | $4,000-56.9% | $6,688-74.2% |
| Admin fee / account holder | $19,432 | $5,539+250.8% | $3,998+386.1% | $13,397+45.1% |