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 | $1,087 | $70,606-98.5% | $53,898-98.0% | $142,382-99.2% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 9.92% | 619.81%-609.9pp | 528.60%-518.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $762 | $2,364-67.8% | $1,826-58.3% | $6,507-88.3% |
| Admin fee / account holder | $1,175 | $2,852-58.8% | $2,491-52.8% | $12,624-90.7% |