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 | $28,888 | $57,281-49.6% | $86,612-66.6% | $75,163-61.6% |
| Participation rate | 27.3% | 63.2%-35.9pp | 71.7%-44.4pp | 67.2%-39.9pp |
| Annual return | 15.51% | 2670.75%-2655.2pp | 591.07%-575.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $255 | $2,314-89.0% | $3,022-91.6% | $2,670-90.5% |
| Participant deferral / active EE | $1,516 | $3,318-54.3% | $4,438-65.8% | $4,125-63.2% |
| Admin fee / account holder | $12,160 | $4,112+195.7% | $5,614+116.6% | $5,651+115.2% |