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 | $16,864 | $104,974-83.9% | $95,585-82.4% | $142,382-88.2% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 14.00% | 210.33%-196.3pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,716 | $4,352-60.6% | $4,023-57.3% | $6,507-73.6% |
| Admin fee / account holder | $80,957 | $6,386+1167.7% | $6,127+1221.2% | $12,624+541.3% |