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 | $14,330 | $65,409-78.1% | $98,442-85.4% | $85,850-83.3% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.3%-24.9pp |
| Annual return | 13.88% | 21.76%-7.9pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $174 | $2,168-92.0% | $2,960-94.1% | $2,565-93.2% |
| Participant deferral / active EE | $926 | $3,166-70.8% | $4,276-78.3% | $3,952-76.6% |
| Admin fee / account holder | $1,421 | $4,593-69.1% | $5,949-76.1% | $6,260-77.3% |