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 | $23,513 | $58,208-59.6% | $81,812-71.3% | $80,856-70.9% |
| Participation rate | 27.0% | 63.4%-36.4pp | 72.3%-45.4pp | 67.6%-40.7pp |
| Annual return | 18.80% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $162 | $2,340-93.1% | $2,912-94.4% | $2,755-94.1% |
| Participant deferral / active EE | $1,152 | $3,281-64.9% | $4,319-73.3% | $4,296-73.2% |
| Admin fee / account holder | $536 | $4,981-89.2% | $7,386-92.7% | $6,918-92.3% |