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 | $17,719 | $31,679-44.1% | $74,701-76.3% | $65,185-72.8% |
| Participation rate | 38.3% | 40.4%-2.0pp | 54.5%-16.1pp | 70.2%-31.9pp |
| Annual return | 18.97% | 39.04%-20.1pp | 752.92%-733.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $994 | $1,191-16.5% | $1,964-49.4% | $3,514-71.7% |
| Admin fee / account holder | $1,871 | $379+394.0% | $3,333-43.8% | $847+120.9% |