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 | $42,311 | $65,561-35.5% | $86,188-50.9% | $75,163-43.7% |
| Participation rate | 43.8% | 60.5%-16.7pp | 69.0%-25.2pp | 67.2%-23.4pp |
| Annual return | 19.37% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.2pp |
| Employer contribution / active EE | $144 | $1,553-90.7% | $2,380-94.0% | $2,670-94.6% |
| Participant deferral / active EE | $1,438 | $3,024-52.4% | $3,985-63.9% | $4,125-65.1% |
| Admin fee / account holder | $1,064 | $5,474-80.6% | $6,852-84.5% | $5,651-81.2% |