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 8-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 | $44,439 | $99,957-55.5% | $149,696-70.3% | $73,488-39.5% |
| Participation rate | 47.3% | 75.7%-28.4pp | 82.5%-35.1pp | 70.7%-23.4pp |
| Annual return | 22.08% | 53.87%-31.8pp | 276.60%-254.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $269 | $3,191-91.6% | $4,644-94.2% | $2,270-88.2% |
| Participant deferral / active EE | $3,717 | $6,073-38.8% | $6,842-45.7% | $3,740-0.6% |
| Admin fee / account holder | $729 | $551+32.4% | $9,309-92.2% | $513+42.1% |