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 6-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 | $42,787 | $30,588+39.9% | $53,898-20.6% | $85,563-50.0% |
| Participation rate | 7.2% | 26.3%-19.2pp | 55.0%-47.8pp | 66.0%-58.8pp |
| Annual return | 14.65% | 50.42%-35.8pp | 528.60%-514.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $36 | $436-91.6% | $932-96.1% | $2,654-98.6% |
| Participant deferral / active EE | $285 | $848-66.4% | $1,826-84.4% | $4,375-93.5% |
| Admin fee / account holder | $1,406 | $1,879-25.2% | $2,491-43.6% | $834+68.5% |