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 | $62,328 | $53,822+15.8% | $75,696-17.7% | $85,850-27.4% |
| Participation rate | 35.8% | 69.1%-33.2pp | 74.8%-39.0pp | 69.3%-33.5pp |
| Annual return | 16.46% | 24.54%-8.1pp | 104.53%-88.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $292 | $2,017-85.5% | $2,743-89.4% | $2,565-88.6% |
| Participant deferral / active EE | $957 | $2,895-66.9% | $3,821-74.9% | $3,952-75.8% |
| Admin fee / account holder | $22,033 | $3,343+559.1% | $3,619+508.8% | $6,260+252.0% |