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 | $28,024 | $83,902-66.6% | $167,512-83.3% | $84,808-67.0% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.1%-27.1pp | 68.3%-18.3pp |
| Annual return | 13.73% | 91.55%-77.8pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $297 | $2,264-86.9% | $3,882-92.3% | $2,631-88.7% |
| Participant deferral / active EE | $1,802 | $4,442-59.4% | $6,405-71.9% | $4,212-57.2% |
| Admin fee / account holder | $12,151 | $7,915+53.5% | $9,769+24.4% | $7,344+65.5% |