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 | $22,515 | $53,127-57.6% | $86,590-74.0% | $70,131-67.9% |
| Participation rate | 19.6% | 65.3%-45.7pp | 73.5%-54.0pp | 69.5%-50.0pp |
| Annual return | 19.86% | 27.66%-7.8pp | 964.84%-945.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,375 | $2,696-49.0% | $3,609-61.9% | $3,332-58.7% |
| Admin fee / account holder | $414 | $3,585-88.5% | $4,906-91.6% | $4,645-91.1% |