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 8-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 | $21,580 | $82,664-73.9% | $125,339-82.8% | $68,494-68.5% |
| Participation rate | 48.2% | 75.0%-26.8pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | 24.92% | -5.97%+30.9pp | 572.05%-547.1pp | -7.84%+32.8pp |
| Employer contribution / active EE | $646 | $3,381-80.9% | $4,814-86.6% | $2,596-75.1% |
| Participant deferral / active EE | $5,441 | $6,110-11.0% | $7,446-26.9% | $4,027+35.1% |
| Admin fee / account holder | $935 | $6,275-85.1% | $10,010-90.7% | $5,403-82.7% |