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 3-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 | $37,406 | $29,660+26.1% | $56,411-33.7% | $80,856-53.7% |
| Participation rate | 9.4% | 41.6%-32.2pp | 52.5%-43.0pp | 67.6%-58.2pp |
| Annual return | 12.36% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $76 | $669-88.6% | $1,039-92.7% | $2,755-97.2% |
| Participant deferral / active EE | $386 | $1,226-68.5% | $1,952-80.2% | $4,296-91.0% |
| Admin fee / account holder | $1,605 | $2,428-33.9% | $2,829-43.3% | $6,918-76.8% |