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 | $44,154 | $114,047-61.3% | $96,139-54.1% | $167,490-73.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 10.82% | 189.88%-179.1pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $86 | $3,427-97.5% | $2,797-96.9% | $4,837-98.2% |
| Participant deferral / active EE | $1,127 | $5,194-78.3% | $4,349-74.1% | $6,341-82.2% |
| Admin fee / account holder | $2,437 | $6,897-64.7% | $5,537-56.0% | $12,309-80.2% |