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 | $23,642 | $102,966-77.0% | $90,281-73.8% | $152,861-84.5% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 13.37% | 95.16%-81.8pp | 78.10%-64.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $71 | $3,139-97.7% | $2,854-97.5% | $4,762-98.5% |
| Participant deferral / active EE | $1,023 | $4,281-76.1% | $3,885-73.7% | $5,850-82.5% |
| Admin fee / account holder | $635 | $6,171-89.7% | $5,351-88.1% | $11,596-94.5% |