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 | $22,427 | $53,516-58.1% | $126,539-82.3% | $84,808-73.6% |
| Participation rate | 30.6% | 58.2%-27.6pp | 69.8%-39.2pp | 68.3%-37.7pp |
| Annual return | 16.03% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,154 | $2,671-56.8% | $4,083-71.7% | $4,212-72.6% |
| Admin fee / account holder | $1,437 | $4,497-68.0% | $6,065-76.3% | $7,344-80.4% |