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 | $27,290 | $55,415-50.8% | $155,509-82.5% | $74,495-63.4% |
| Participation rate | 56.9% | 61.9%-5.0pp | 78.2%-21.3pp | 67.2%-10.3pp |
| Annual return | 14.50% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $233 | $2,267-89.7% | $4,672-95.0% | $2,623-91.1% |
| Participant deferral / active EE | $1,536 | $2,836-45.8% | $5,626-72.7% | $4,346-64.7% |
| Admin fee / account holder | $5,991 | $1,738+244.7% | $15,912-62.3% | $1,942+208.6% |