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 | $24,073 | $111,754-78.5% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $294 | $4,212-93.0% | $3,868-92.4% | $4,660-93.7% |
| Participant deferral / active EE | $2,032 | $5,619-63.8% | $5,057-59.8% | $6,688-69.6% |
| Admin fee / account holder | $574 | $9,750-94.1% | $8,355-93.1% | $13,397-95.7% |