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 | $19,371 | $84,233-77.0% | $170,442-88.6% | $70,131-72.4% |
| Participation rate | 55.7% | 70.8%-15.1pp | 83.6%-27.9pp | 69.5%-13.8pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $168 | $3,387-95.0% | $5,433-96.9% | $2,342-92.8% |
| Participant deferral / active EE | $1,272 | $3,086-58.8% | $4,939-74.3% | $3,332-61.8% |
| Admin fee / account holder | $2,230 | $5,698-60.9% | $13,880-83.9% | $4,645-52.0% |