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 | $15,159 | $56,114-73.0% | $96,139-84.2% | $85,850-82.3% |
| Participation rate | 69.6% | 56.7%+12.8pp | 68.4%+1.1pp | 69.3%+0.3pp |
| Annual return | 24.02% | 42.30%-18.3pp | 191.94%-167.9pp | 318.53%-294.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,715 | $2,859-5.0% | $4,349-37.6% | $3,952-31.3% |
| Admin fee / account holder | $1,781 | $3,768-52.7% | $5,537-67.8% | $6,260-71.5% |