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 | $23,126 | $106,890-78.4% | $84,015-72.5% | $152,861-84.9% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.4%-43.6pp |
| Annual return | 16.37% | 104.99%-88.6pp | 71.31%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $342 | $2,734-87.5% | $1,983-82.8% | $4,762-92.8% |
| Participant deferral / active EE | $1,014 | $4,011-74.7% | $3,239-68.7% | $5,850-82.7% |
| Admin fee / account holder | $1,280 | $8,285-84.6% | $6,101-79.0% | $11,596-89.0% |