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 | $58,938 | $99,652-40.9% | $78,778-25.2% | $147,584-60.1% |
| Participation rate | 20.8% | 76.2%-55.4pp | 69.2%-48.4pp | 82.8%-62.0pp |
| Annual return | 11.53% | 47.28%-35.8pp | 35.62%-24.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,686 | $3,664-26.7% | $2,958-9.2% | $5,439-50.6% |
| Admin fee / account holder | $44,093 | $7,155+516.2% | $5,134+758.9% | $10,885+305.1% |