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 | $42,660 | $65,561-34.9% | $86,188-50.5% | $75,163-43.2% |
| Participation rate | 68.6% | 60.5%+8.1pp | 69.0%-0.4pp | 67.2%+1.4pp |
| Annual return | 14.75% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,002 | $3,024+32.3% | $3,985+0.4% | $4,125-3.0% |
| Admin fee / account holder | $2,084 | $5,474-61.9% | $6,852-69.6% | $5,651-63.1% |