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 | $25,707 | $56,629-54.6% | $77,999-67.0% | $55,167-53.4% |
| Participation rate | 62.7% | 73.3%-10.6pp | 75.5%-12.8pp | 69.0%-6.3pp |
| Annual return | 122.85% | 2866.98%-2744.1pp | 425.96%-303.1pp | 169.23%-46.4pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,679 | $2,777+176.5% | $3,497+119.6% | $3,054+151.4% |
| Admin fee / account holder | $1,584 | $467+239.5% | $5,480-71.1% | $504+214.3% |