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 | $19,078 | $104,907-81.8% | $84,611-77.5% | $152,861-87.5% |
| Participation rate | 23.8% | 74.8%-51.0pp | 68.2%-44.4pp | 82.4%-58.6pp |
| Annual return | 17.62% | 373.79%-356.2pp | 258.74%-241.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,541 | $4,688-24.5% | $3,899-9.2% | $5,850-39.5% |
| Admin fee / account holder | $2,091 | $6,241-66.5% | $4,912-57.4% | $11,596-82.0% |