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 | $15,027 | $55,453-72.9% | $170,442-91.2% | $62,292-75.9% |
| Participation rate | 31.7% | 66.4%-34.7pp | 83.6%-51.9pp | 69.5%-37.8pp |
| Annual return | 18.15% | 21.38%-3.2pp | 205.93%-187.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,467 | $2,303-36.3% | $4,939-70.3% | $3,169-53.7% |
| Admin fee / account holder | $1,296 | $455+184.8% | $13,880-90.7% | $479+170.4% |