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 | $37,989 | $83,902-54.7% | $167,512-77.3% | $84,808-55.2% |
| Participation rate | 58.1% | 66.5%-8.4pp | 77.1%-18.9pp | 68.3%-10.2pp |
| Annual return | 20.54% | 91.55%-71.0pp | 1615.79%-1595.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $207 | $2,264-90.8% | $3,882-94.7% | $2,631-92.1% |
| Participant deferral / active EE | $2,818 | $4,442-36.6% | $6,405-56.0% | $4,212-33.1% |
| Admin fee / account holder | $8,506 | $7,915+7.5% | $9,769-12.9% | $7,344+15.8% |