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 | $42,270 | $60,124-29.7% | $90,404-53.2% | $79,858-47.1% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 14.43% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $167 | $2,068-91.9% | $3,262-94.9% | $2,471-93.2% |
| Participant deferral / active EE | $3,149 | $2,938+7.2% | $3,963-20.5% | $3,740-15.8% |
| Admin fee / account holder | $662 | $3,976-83.3% | $5,611-88.2% | $5,306-87.5% |