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 | $25,177 | $76,000-66.9% | $154,107-83.7% | $64,186-60.8% |
| Participation rate | 55.3% | 70.4%-15.1pp | 83.0%-27.7pp | 69.6%-14.2pp |
| Annual return | 7.96% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,048 | $3,175-67.0% | $5,081-79.4% | $3,470-69.8% |
| Admin fee / account holder | $3,490 | $5,596-37.6% | $13,411-74.0% | $4,888-28.6% |