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 | $62,092 | $65,561-5.3% | $86,188-28.0% | $75,163-17.4% |
| Participation rate | 44.7% | 60.5%-15.8pp | 69.0%-24.3pp | 67.2%-22.5pp |
| Annual return | 16.04% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5 | $1,553-99.7% | $2,380-99.8% | $2,670-99.8% |
| Participant deferral / active EE | $1,908 | $3,024-36.9% | $3,985-52.1% | $4,125-53.7% |
| Admin fee / account holder | $31,824 | $5,474+481.4% | $6,852+364.5% | $5,651+463.2% |