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 | $20,460 | $105,998-80.7% | $92,233-77.8% | $147,584-86.1% |
| Participation rate | 30.8% | 80.4%-49.6pp | 76.5%-45.7pp | 82.8%-52.1pp |
| Annual return | 12.00% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $15 | $4,333-99.6% | $3,679-99.6% | $4,876-99.7% |
| Participant deferral / active EE | $1,265 | $4,478-71.7% | $3,897-67.5% | $5,439-76.7% |
| Admin fee / account holder | $361 | $6,332-94.3% | $5,194-93.0% | $10,885-96.7% |