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 | $18,281 | $39,798-54.1% | $67,711-73.0% | $59,632-69.3% |
| Participation rate | 41.1% | 57.4%-16.3pp | 67.5%-26.4pp | 68.7%-27.6pp |
| Annual return | 142.53% | 89.94%+52.6pp | 25.41%+117.1pp | 2041.28%-1898.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,304 | $2,335-44.1% | $3,585-63.6% | $3,192-59.1% |
| Admin fee / account holder | $738 | $3,212-77.0% | $4,255-82.6% | $4,297-82.8% |