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 | $20,898 | $77,899-73.2% | $149,673-86.0% | $75,163-72.2% |
| Participation rate | 27.9% | 65.6%-37.6pp | 78.8%-50.8pp | 67.2%-39.3pp |
| Annual return | 14.31% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $198 | $3,137-93.7% | $4,818-95.9% | $2,670-92.6% |
| Participant deferral / active EE | $1,038 | $3,411-69.6% | $5,680-81.7% | $4,125-74.8% |
| Admin fee / account holder | $5,048 | $5,956-15.2% | $13,210-61.8% | $5,651-10.7% |