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 | $37,129 | $85,766-56.7% | $136,294-72.8% | $70,131-47.1% |
| Participation rate | 59.5% | 74.2%-14.6pp | 81.9%-22.4pp | 69.5%-10.0pp |
| Annual return | 14.62% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,474 | $5,051+67.7% | $6,247+35.6% | $3,332+154.3% |
| Admin fee / account holder | $4,652 | $5,420-14.2% | $9,243-49.7% | $4,645+0.1% |