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 | $47,144 | $65,561-28.1% | $86,188-45.3% | $75,163-37.3% |
| Participation rate | 66.1% | 60.5%+5.6pp | 69.0%-2.8pp | 67.2%-1.1pp |
| Annual return | 15.64% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,970 | $3,024-34.9% | $3,985-50.6% | $4,125-52.2% |
| Admin fee / account holder | $1,802 | $5,474-67.1% | $6,852-73.7% | $5,651-68.1% |