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 | $15,489 | $48,795-68.3% | $65,493-76.4% | $84,808-81.7% |
| Participation rate | 46.4% | 67.0%-20.6pp | 73.1%-26.7pp | 68.3%-21.9pp |
| Annual return | 34.42% | 20.20%+14.2pp | 982.45%-948.0pp | 40.90%-6.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,522 | $2,928+20.3% | $3,961-11.1% | $4,212-16.4% |
| Admin fee / account holder | $2,775 | $3,877-28.4% | $5,028-44.8% | $7,344-62.2% |