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 5-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 | $23,619 | $40,385-41.5% | $80,569-70.7% | $74,419-68.3% |
| Participation rate | 7.8% | 47.4%-39.6pp | 67.0%-59.2pp | 70.7%-62.9pp |
| Annual return | 33.15% | 164.85%-131.7pp | 935.43%-902.3pp | 34.38%-1.2pp |
| Employer contribution / active EE | $161 | $1,496-89.3% | $2,723-94.1% | $2,637-93.9% |
| Participant deferral / active EE | $538 | $2,674-79.9% | $4,447-87.9% | $4,528-88.1% |
| Admin fee / account holder | $1,356 | $720+88.4% | $5,377-74.8% | $348+289.9% |