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 | $43,479 | $102,966-57.8% | $90,281-51.8% | $152,861-71.6% |
| Participation rate | 22.7% | 75.9%-53.1pp | 73.3%-50.5pp | 82.4%-59.7pp |
| Annual return | 18.66% | 95.16%-76.5pp | 78.10%-59.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $9 | $3,139-99.7% | $2,854-99.7% | $4,762-99.8% |
| Participant deferral / active EE | $1,678 | $4,281-60.8% | $3,885-56.8% | $5,850-71.3% |
| Admin fee / account holder | $17,975 | $6,171+191.3% | $5,351+235.9% | $11,596+55.0% |