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 | $36,651 | $60,323-39.2% | $81,812-55.2% | $74,495-50.8% |
| Participation rate | 17.5% | 62.9%-45.4pp | 72.3%-54.9pp | 67.2%-49.7pp |
| Annual return | 14.75% | 16.90%-2.2pp | 773.79%-759.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $291 | $2,620-88.9% | $2,912-90.0% | $2,623-88.9% |
| Participant deferral / active EE | $1,067 | $3,387-68.5% | $4,319-75.3% | $4,346-75.4% |
| Admin fee / account holder | $467 | $1,486-68.6% | $7,386-93.7% | $1,942-76.0% |