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 | $27,050 | $95,416-71.7% | $185,823-85.4% | $85,850-68.5% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.4pp |
| Annual return | 18.49% | 23.59%-5.1pp | 122.05%-103.6pp | 318.53%-300.0pp |
| Employer contribution / active EE | $215 | $3,314-93.5% | $5,167-95.8% | $2,565-91.6% |
| Participant deferral / active EE | $1,512 | $3,423-55.8% | $5,568-72.8% | $3,952-61.7% |
| Admin fee / account holder | $1,307 | $7,213-81.9% | $16,237-91.9% | $6,260-79.1% |