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 | $45,879 | $52,406-12.5% | $129,207-64.5% | $74,495-38.4% |
| Participation rate | 45.9% | 53.8%-7.9pp | 69.6%-23.7pp | 67.2%-21.3pp |
| Annual return | 15.26% | 15.66%-0.4pp | 9417.33%-9402.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $310 | $1,531-79.8% | $4,153-92.5% | $2,623-88.2% |
| Participant deferral / active EE | $1,221 | $2,794-56.3% | $4,168-70.7% | $4,346-71.9% |
| Admin fee / account holder | $11,827 | $2,633+349.2% | $7,715+53.3% | $1,942+509.1% |