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 | $22,134 | $83,902-73.6% | $167,512-86.8% | $84,808-73.9% |
| Participation rate | 57.6% | 66.5%-8.9pp | 77.1%-19.4pp | 68.3%-10.7pp |
| Annual return | 14.40% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $170 | $2,264-92.5% | $3,882-95.6% | $2,631-93.5% |
| Participant deferral / active EE | $1,575 | $4,442-64.5% | $6,405-75.4% | $4,212-62.6% |
| Admin fee / account holder | $5,265 | $7,915-33.5% | $9,769-46.1% | $7,344-28.3% |