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 9-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 | $37,741 | $44,960-16.1% | $84,966-55.6% | $74,495-49.3% |
| Participation rate | 31.8% | 49.4%-17.6pp | 67.5%-35.7pp | 67.2%-35.4pp |
| Annual return | 15.21% | 26.24%-11.0pp | 66.38%-51.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,342 | $2,731-14.2% | $4,519-48.2% | $4,346-46.1% |
| Admin fee / account holder | $6,277 | $2,209+184.1% | $6,149+2.1% | $1,942+223.3% |