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 | $19,057 | $53,516-64.4% | $126,539-84.9% | $84,808-77.5% |
| Participation rate | 21.9% | 58.2%-36.4pp | 69.8%-47.9pp | 68.3%-46.4pp |
| Annual return | 20.64% | 58.34%-37.7pp | 425.95%-405.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $981 | $2,671-63.3% | $4,083-76.0% | $4,212-76.7% |
| Admin fee / account holder | $376 | $4,497-91.6% | $6,065-93.8% | $7,344-94.9% |