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 | $39,479 | $106,890-63.1% | $84,015-53.0% | $152,861-74.2% |
| Participation rate | 65.2% | 75.2%-10.0pp | 69.0%-3.8pp | 82.4%-17.2pp |
| Annual return | 9.17% | 104.99%-95.8pp | 71.31%-62.1pp | 345.32%-336.1pp |
| Employer contribution / active EE | $338 | $2,734-87.6% | $1,983-82.9% | $4,762-92.9% |
| Participant deferral / active EE | $1,981 | $4,011-50.6% | $3,239-38.8% | $5,850-66.1% |
| Admin fee / account holder | $27,960 | $8,285+237.5% | $6,101+358.3% | $11,596+141.1% |