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 | $8,560 | $58,208-85.3% | $81,812-89.5% | $80,856-89.4% |
| Participation rate | 30.8% | 63.4%-32.6pp | 72.3%-41.6pp | 67.6%-36.9pp |
| Annual return | 14.83% | 41.66%-26.8pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $231 | $2,340-90.1% | $2,912-92.1% | $2,755-91.6% |
| Participant deferral / active EE | $787 | $3,281-76.0% | $4,319-81.8% | $4,296-81.7% |
| Admin fee / account holder | $454 | $4,981-90.9% | $7,386-93.9% | $6,918-93.4% |