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 | $33,376 | $105,998-68.5% | $92,233-63.8% | $147,584-77.4% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.5%-56.5pp | 82.8%-62.8pp |
| Annual return | 14.71% | 50.05%-35.3pp | 176.28%-161.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $491 | $4,333-88.7% | $3,679-86.7% | $4,876-89.9% |
| Participant deferral / active EE | $2,672 | $4,478-40.3% | $3,897-31.4% | $5,439-50.9% |
| Admin fee / account holder | $345 | $6,332-94.5% | $5,194-93.4% | $10,885-96.8% |