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 | $19,650 | $84,233-76.7% | $170,442-88.5% | $70,131-72.0% |
| Participation rate | 20.5% | 70.8%-50.4pp | 83.6%-63.1pp | 69.5%-49.1pp |
| Annual return | 50.52% | 23.06%+27.5pp | 205.93%-155.4pp | 73.14%-22.6pp |
| Employer contribution / active EE | $16 | $3,387-99.5% | $5,433-99.7% | $2,342-99.3% |
| Participant deferral / active EE | $1,984 | $3,086-35.7% | $4,939-59.8% | $3,332-40.4% |
| Admin fee / account holder | $859 | $5,698-84.9% | $13,880-93.8% | $4,645-81.5% |