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 | $39,965 | $59,417-32.7% | $93,606-57.3% | $74,495-46.4% |
| Participation rate | 54.2% | 59.7%-5.5pp | 68.7%-14.6pp | 67.2%-13.0pp |
| Annual return | 26.51% | 81.83%-55.3pp | 133.20%-106.7pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $160 | $1,264-87.4% | $2,420-93.4% | $2,623-93.9% |
| Participant deferral / active EE | $3,368 | $3,050+10.4% | $4,411-23.7% | $4,346-22.5% |
| Admin fee / account holder | $3,645 | $3,021+20.6% | $8,285-56.0% | $1,942+87.7% |