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 | $25,984 | $27,839-6.7% | $58,482-55.6% | $71,457-63.6% |
| Participation rate | 27.0% | 34.5%-7.6pp | 50.9%-23.9pp | 67.9%-41.0pp |
| Annual return | 93.87% | 26.81%+67.1pp | 4239.32%-4145.4pp | 28.85%+65.0pp |
| Employer contribution / active EE | $80 | $631-87.3% | $1,053-92.4% | $2,588-96.9% |
| Participant deferral / active EE | $608 | $1,206-49.6% | $1,924-68.4% | $4,289-85.8% |
| Admin fee / account holder | $1,226 | $1,641-25.3% | $2,516-51.3% | $1,587-22.8% |