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 | $27,233 | $102,966-73.6% | $90,281-69.8% | $152,861-82.2% |
| Participation rate | 65.0% | 75.9%-10.9pp | 73.3%-8.3pp | 82.4%-17.4pp |
| Annual return | 15.51% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,256 | $4,281-70.7% | $3,885-67.7% | $5,850-78.5% |
| Admin fee / account holder | $17,903 | $6,171+190.1% | $5,351+234.6% | $11,596+54.4% |