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 | $42,628 | $106,890-60.1% | $84,015-49.3% | $152,861-72.1% |
| Participation rate | 7.1% | 75.2%-68.1pp | 69.0%-61.9pp | 82.4%-75.3pp |
| Annual return | 25.09% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $240 | $2,734-91.2% | $1,983-87.9% | $4,762-95.0% |
| Participant deferral / active EE | $2,040 | $4,011-49.1% | $3,239-37.0% | $5,850-65.1% |
| Admin fee / account holder | $11,438 | $8,285+38.0% | $6,101+87.5% | $11,596-1.4% |