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 | $50,861 | $88,751-42.7% | $81,812-37.8% | $145,922-65.1% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.3%-34.2pp | 80.3%-42.2pp |
| Annual return | 10.72% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $109 | $3,083-96.5% | $2,912-96.3% | $4,660-97.7% |
| Participant deferral / active EE | $1,035 | $4,643-77.7% | $4,319-76.0% | $6,688-84.5% |
| Admin fee / account holder | $26,108 | $8,415+210.2% | $7,386+253.5% | $13,397+94.9% |