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 | $44,679 | $90,348-50.5% | $75,972-41.2% | $145,922-69.4% |
| Participation rate | 47.6% | 74.5%-26.8pp | 69.1%-21.4pp | 80.3%-32.7pp |
| Annual return | 10.98% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $251 | $3,311-92.4% | $2,685-90.7% | $4,660-94.6% |
| Participant deferral / active EE | $1,766 | $5,162-65.8% | $4,255-58.5% | $6,688-73.6% |
| Admin fee / account holder | $8,183 | $8,467-3.4% | $6,467+26.5% | $13,397-38.9% |