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 | $24,774 | $39,019-36.5% | $80,716-69.3% | $85,850-71.1% |
| Participation rate | 64.6% | 41.5%+23.0pp | 54.2%+10.4pp | 69.3%-4.8pp |
| Annual return | 11.37% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $665 | $1,326-49.9% | $2,146-69.0% | $3,952-83.2% |
| Admin fee / account holder | $664 | $2,431-72.7% | $3,380-80.3% | $6,260-89.4% |