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 3-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 | $2,015 | $24,730-91.9% | $66,042-96.9% | $84,808-97.6% |
| Participation rate | 64.8% | 68.1%-3.3pp | 67.5%-2.7pp | 68.3%-3.5pp |
| Annual return | 14.18% | 79.55%-65.4pp | 52.11%-37.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $150 | $857-82.5% | $1,579-90.5% | $2,631-94.3% |
| Participant deferral / active EE | $885 | $1,737-49.0% | $2,835-68.8% | $4,212-79.0% |
| Admin fee / account holder | $1,532 | $3,014-49.2% | $5,747-73.3% | $7,344-79.1% |