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 | $48,528 | $56,114-13.5% | $96,139-49.5% | $85,850-43.5% |
| Participation rate | 66.7% | 56.7%+9.9pp | 68.4%-1.8pp | 69.3%-2.6pp |
| Annual return | 25.81% | 42.30%-16.5pp | 191.94%-166.1pp | 318.53%-292.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,959 | $2,859-31.5% | $4,349-55.0% | $3,952-50.4% |
| Admin fee / account holder | $3,766 | $3,7680% | $5,537-32.0% | $6,260-39.8% |