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 | $35,777 | $57,281-37.5% | $86,612-58.7% | $75,163-52.4% |
| Participation rate | 35.9% | 63.2%-27.3pp | 71.7%-35.8pp | 67.2%-31.3pp |
| Annual return | 15.72% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2 | $2,314-99.9% | $3,022-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $1,831 | $3,318-44.8% | $4,438-58.7% | $4,125-55.6% |
| Admin fee / account holder | $4,863 | $4,112+18.3% | $5,614-13.4% | $5,651-13.9% |