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 | $39,771 | $56,114-29.1% | $96,139-58.6% | $85,850-53.7% |
| Participation rate | 38.1% | 56.7%-18.6pp | 68.4%-30.4pp | 69.3%-31.2pp |
| Annual return | 15.61% | 42.30%-26.7pp | 191.94%-176.3pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,989 | $2,859+74.5% | $4,349+14.7% | $3,952+26.2% |
| Admin fee / account holder | $1,749 | $3,768-53.6% | $5,537-68.4% | $6,260-72.1% |