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 | $12,248 | $56,114-78.2% | $96,139-87.3% | $85,850-85.7% |
| Participation rate | 13.5% | 56.7%-43.2pp | 68.4%-54.9pp | 69.3%-55.8pp |
| Annual return | 25.07% | 42.30%-17.2pp | 191.94%-166.9pp | 318.53%-293.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,012 | $2,859-29.6% | $4,349-53.7% | $3,952-49.1% |
| Admin fee / account holder | $4,405 | $3,768+16.9% | $5,537-20.4% | $6,260-29.6% |