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 | $39,457 | $74,888-47.3% | $71,209-44.6% | $142,382-72.3% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.1%-58.7pp |
| Annual return | 16.80% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,341 | $4,454-69.9% | $4,175-67.9% | $6,507-79.4% |
| Admin fee / account holder | $368 | $5,568-93.4% | $5,349-93.1% | $12,624-97.1% |