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 | $32,305 | $150,187-78.5% | $120,354-73.2% | $145,922-77.9% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 41.58% | 154.07%-112.5pp | 107.15%-65.6pp | 561.29%-519.7pp |
| Employer contribution / active EE | $665 | $4,348-84.7% | $3,463-80.8% | $4,660-85.7% |
| Participant deferral / active EE | $14,647 | $6,173+137.3% | $4,991+193.5% | $6,688+119.0% |
| Admin fee / account holder | $354 | $12,207-97.1% | $9,423-96.2% | $13,397-97.4% |