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 | $25,731 | $226,064-88.6% | $182,532-85.9% | $152,861-83.2% |
| Participation rate | 38.9% | 82.5%-43.6pp | 78.0%-39.1pp | 82.4%-43.6pp |
| Annual return | 23.71% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,576 | $6,368-43.8% | $5,524-35.3% | $5,850-38.9% |
| Admin fee / account holder | $4,969 | $10,703-53.6% | $8,592-42.2% | $11,596-57.2% |