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 | $20,549 | $95,416-78.5% | $185,823-88.9% | $85,850-76.1% |
| Participation rate | 49.3% | 68.8%-19.5pp | 81.7%-32.4pp | 69.3%-20.0pp |
| Annual return | 19.47% | 23.59%-4.1pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,281 | $3,423-4.2% | $5,568-41.1% | $3,952-17.0% |
| Admin fee / account holder | $1,957 | $7,213-72.9% | $16,237-87.9% | $6,260-68.7% |