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 | $28,334 | $60,124-52.9% | $90,404-68.7% | $79,858-64.5% |
| Participation rate | 39.7% | 65.0%-25.3pp | 72.7%-33.0pp | 69.6%-30.0pp |
| Annual return | 11.43% | 71.94%-60.5pp | 1293.02%-1281.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,211 | $2,938-24.8% | $3,963-44.2% | $3,740-40.9% |
| Admin fee / account holder | $3,807 | $3,976-4.3% | $5,611-32.2% | $5,306-28.3% |