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 | $59,304 | $59,417-0.2% | $93,606-36.6% | $74,495-20.4% |
| Participation rate | 60.8% | 59.7%+1.1pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 14.58% | 81.83%-67.3pp | 133.20%-118.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $225 | $1,264-82.2% | $2,420-90.7% | $2,623-91.4% |
| Participant deferral / active EE | $3,974 | $3,050+30.3% | $4,411-9.9% | $4,346-8.5% |
| Admin fee / account holder | $16,975 | $3,021+461.8% | $8,285+104.9% | $1,942+774.2% |