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 7-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 | $50,181 | $24,733+102.9% | $69,647-27.9% | $74,495-32.6% |
| Participation rate | 50.0% | 63.5%-13.5pp | 66.5%-16.5pp | 67.2%-17.2pp |
| Annual return | 12.84% | 18.55%-5.7pp | 100.48%-87.6pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $206 | $1,001-79.4% | $1,712-87.9% | $2,623-92.1% |
| Participant deferral / active EE | $1,519 | $1,901-20.1% | $2,886-47.4% | $4,346-65.0% |
| Admin fee / account holder | $4,479 | $1,892+136.8% | $4,713-5.0% | $1,942+130.7% |