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 | $26,571 | $150,440-82.3% | $136,294-80.5% | $147,584-82.0% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 17.10% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $469 | $5,256-91.1% | $4,695-90.0% | $4,876-90.4% |
| Participant deferral / active EE | $3,467 | $6,630-47.7% | $6,247-44.5% | $5,439-36.3% |
| Admin fee / account holder | $747 | $10,905-93.2% | $9,243-91.9% | $10,885-93.1% |