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 | $129,787 | $83,902+54.7% | $167,512-22.5% | $84,808+53.0% |
| Participation rate | 33.3% | 66.5%-33.1pp | 77.1%-43.7pp | 68.3%-35.0pp |
| Annual return | 15.73% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $335 | $2,264-85.2% | $3,882-91.4% | $2,631-87.3% |
| Participant deferral / active EE | $2,055 | $4,442-53.7% | $6,405-67.9% | $4,212-51.2% |
| Admin fee / account holder | $20,938 | $7,915+164.5% | $9,769+114.3% | $7,344+185.1% |