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 | $22,728 | $76,000-70.1% | $154,107-85.3% | $64,186-64.6% |
| Participation rate | 40.4% | 70.4%-30.0pp | 83.0%-42.6pp | 69.6%-29.1pp |
| Annual return | 46.11% | 30.32%+15.8pp | 735.12%-689.0pp | 7.63%+38.5pp |
| Employer contribution / active EE | $373 | $3,351-88.9% | $5,298-93.0% | $2,381-84.3% |
| Participant deferral / active EE | $1,139 | $3,175-64.1% | $5,081-77.6% | $3,470-67.2% |
| Admin fee / account holder | $382 | $5,596-93.2% | $13,411-97.1% | $4,888-92.2% |