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 | $34,215 | $210,648-83.8% | $177,989-80.8% | $145,922-76.6% |
| Participation rate | 27.3% | 80.8%-53.5pp | 77.1%-49.8pp | 80.3%-53.0pp |
| Annual return | 11.70% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,957 | $6,958-71.9% | $6,276-68.8% | $6,688-70.7% |
| Admin fee / account holder | $322 | $12,013-97.3% | $10,363-96.9% | $13,397-97.6% |