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 | $43,310 | $96,635-55.2% | $86,612-50.0% | $139,434-68.9% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 19.04% | 106.41%-87.4pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $209 | $3,263-93.6% | $3,022-93.1% | $4,751-95.6% |
| Participant deferral / active EE | $1,227 | $4,836-74.6% | $4,438-72.4% | $6,710-81.7% |
| Admin fee / account holder | $3,756 | $6,408-41.4% | $5,614-33.1% | $11,403-67.1% |