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 | $36,438 | $107,934-66.2% | $91,989-60.4% | $152,861-76.2% |
| Participation rate | 33.3% | 81.2%-47.8pp | 78.6%-45.3pp | 82.4%-49.1pp |
| Annual return | 21.42% | 89.24%-67.8pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $25 | $4,210-99.4% | $3,452-99.3% | $4,762-99.5% |
| Participant deferral / active EE | $2,639 | $6,364-58.5% | $5,923-55.4% | $5,850-54.9% |
| Admin fee / account holder | $1,190 | $10,520-88.7% | $7,743-84.6% | $11,596-89.7% |