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 | $25,466 | $52,519-51.5% | $155,790-83.7% | $59,632-57.3% |
| Participation rate | 53.7% | 61.7%-8.0pp | 76.1%-22.4pp | 68.7%-15.0pp |
| Annual return | 2.09% | 53.51%-51.4pp | 71.54%-69.5pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,442 | $3,084-20.8% | $4,797-49.1% | $3,192-23.5% |
| Admin fee / account holder | $2,459 | $3,540-30.5% | $7,478-67.1% | $4,297-42.8% |