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 9-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 | $33,462 | $54,701-38.8% | $86,188-61.2% | $71,457-53.2% |
| Participation rate | 47.7% | 60.1%-12.5pp | 69.0%-21.3pp | 67.9%-20.3pp |
| Annual return | 19.74% | 20.06%-0.3pp | 1168.45%-1148.7pp | 28.85%-9.1pp |
| Employer contribution / active EE | $152 | $1,265-88.0% | $2,380-93.6% | $2,588-94.1% |
| Participant deferral / active EE | $3,233 | $3,108+4.0% | $3,985-18.9% | $4,289-24.6% |
| Admin fee / account holder | $3,453 | $1,922+79.7% | $6,852-49.6% | $1,587+117.5% |