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 | $21,232 | $34,308-38.1% | $74,701-71.6% | $72,985-70.9% |
| Participation rate | 37.8% | 42.4%-4.6pp | 54.5%-16.7pp | 69.5%-31.7pp |
| Annual return | 24.26% | 26.58%-2.3pp | 752.92%-728.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $929 | $1,271-26.9% | $1,964-52.7% | $3,607-74.2% |
| Admin fee / account holder | $654 | $2,124-69.2% | $3,333-80.4% | $5,124-87.2% |