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 | $34,810 | $85,766-59.4% | $136,294-74.5% | $70,131-50.4% |
| Participation rate | 34.8% | 74.2%-39.4pp | 81.9%-47.1pp | 69.5%-34.8pp |
| Annual return | 21.10% | 31.45%-10.4pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,558 | $5,051-49.4% | $6,247-59.0% | $3,332-23.2% |
| Admin fee / account holder | $3,141 | $5,420-42.0% | $9,243-66.0% | $4,645-32.4% |