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 5-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 | $15,232 | $48,750-68.8% | $88,946-82.9% | $74,304-79.5% |
| Participation rate | 13.8% | 44.5%-30.6pp | 68.8%-55.0pp | 60.3%-46.5pp |
| Annual return | 115.12% | 25.91%+89.2pp | 57.82%+57.3pp | 29.43%+85.7pp |
| Employer contribution / active EE | $98 | $1,255-92.2% | $2,555-96.2% | $2,241-95.6% |
| Participant deferral / active EE | $530 | $2,423-78.1% | $4,581-88.4% | $3,767-85.9% |
| Admin fee / account holder | $1,854 | $3,756-50.6% | $8,261-77.6% | $2,969-37.6% |