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 | $72,387 | $31,310+131.2% | $53,898+34.3% | $74,304-2.6% |
| Participation rate | 6.5% | 30.7%-24.2pp | 55.0%-48.5pp | 60.3%-53.9pp |
| Annual return | 16.37% | 23.16%-6.8pp | 528.60%-512.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $56 | $450-87.6% | $932-94.0% | $2,241-97.5% |
| Participant deferral / active EE | $318 | $934-66.0% | $1,826-82.6% | $3,767-91.6% |
| Admin fee / account holder | $5,962 | $2,175+174.1% | $2,491+139.3% | $2,969+100.8% |