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 | $14,896 | $104,486-85.7% | $76,817-80.6% | $152,861-90.3% |
| Participation rate | 42.1% | 76.6%-34.5pp | 72.1%-30.0pp | 82.4%-40.3pp |
| Annual return | 10.85% | 1013.37%-1002.5pp | 1166.11%-1155.3pp | 345.32%-334.5pp |
| Employer contribution / active EE | $274 | $3,116-91.2% | $2,302-88.1% | $4,762-94.3% |
| Participant deferral / active EE | $2,487 | $4,236-41.3% | $3,336-25.4% | $5,850-57.5% |
| Admin fee / account holder | $1,421 | $12,275-88.4% | $6,420-77.9% | $11,596-87.7% |