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 | $56,425 | $73,515-23.2% | $62,995-10.4% | $147,584-61.8% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.8%-19.8pp | 82.8%-27.8pp |
| Annual return | 14.13% | 175.43%-161.3pp | 87.57%-73.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $152 | $3,320-95.4% | $2,759-94.5% | $4,876-96.9% |
| Participant deferral / active EE | $1,523 | $4,185-63.6% | $3,329-54.3% | $5,439-72.0% |
| Admin fee / account holder | $12,828 | $5,953+115.5% | $3,600+256.3% | $10,885+17.8% |