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 | $52,075 | $58,926-11.6% | $97,226-46.4% | $74,495-30.1% |
| Participation rate | 61.3% | 63.5%-2.2pp | 72.7%-11.4pp | 67.2%-5.9pp |
| Annual return | 18.78% | 16.04%+2.7pp | 75.13%-56.4pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,648 | $3,664-27.7% | $4,264-37.9% | $4,346-39.1% |
| Admin fee / account holder | $1,233 | $1,974-37.5% | $5,654-78.2% | $1,942-36.5% |