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 | $20,353 | $77,314-73.7% | $177,989-88.6% | $80,856-74.8% |
| Participation rate | 33.3% | 65.7%-32.4pp | 77.1%-43.8pp | 67.6%-34.3pp |
| Annual return | 13.11% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,895 | $4,411-34.4% | $6,276-53.9% | $4,296-32.6% |
| Admin fee / account holder | $12,472 | $7,191+73.4% | $10,363+20.3% | $6,918+80.3% |