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 | $25,861 | $34,308-24.6% | $74,701-65.4% | $72,985-64.6% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.8pp | 69.5%-54.9pp |
| Annual return | 20.04% | 26.58%-6.5pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $98 | $692-85.8% | $1,084-90.9% | $2,440-96.0% |
| Participant deferral / active EE | $1,164 | $1,271-8.4% | $1,964-40.7% | $3,607-67.7% |
| Admin fee / account holder | $1,558 | $2,124-26.7% | $3,333-53.3% | $5,124-69.6% |