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 | $53,594 | $63,346-15.4% | $92,233-41.9% | $70,131-23.6% |
| Participation rate | 26.7% | 68.7%-42.0pp | 76.5%-49.8pp | 69.5%-42.9pp |
| Annual return | 14.12% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $191 | $2,471-92.3% | $3,679-94.8% | $2,342-91.8% |
| Participant deferral / active EE | $1,288 | $2,854-54.9% | $3,897-67.0% | $3,332-61.4% |
| Admin fee / account holder | $63,453 | $3,840+1552.3% | $5,194+1121.8% | $4,645+1266.0% |