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 | $43,192 | $104,486-58.7% | $76,817-43.8% | $152,861-71.7% |
| Participation rate | 69.6% | 76.6%-7.0pp | 72.1%-2.5pp | 82.4%-12.9pp |
| Annual return | 23.39% | 1013.37%-990.0pp | 1166.11%-1142.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $177 | $3,116-94.3% | $2,302-92.3% | $4,762-96.3% |
| Participant deferral / active EE | $939 | $4,236-77.8% | $3,336-71.9% | $5,850-84.0% |
| Admin fee / account holder | $478 | $12,275-96.1% | $6,420-92.6% | $11,596-95.9% |