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 | $27,205 | $31,310-13.1% | $53,898-49.5% | $74,304-63.4% |
| Participation rate | 40.0% | 30.7%+9.3pp | 55.0%-15.0pp | 60.3%-20.3pp |
| Annual return | 15.22% | 23.16%-7.9pp | 528.60%-513.4pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $614 | $934-34.3% | $1,826-66.4% | $3,767-83.7% |
| Admin fee / account holder | $765 | $2,175-64.8% | $2,491-69.3% | $2,969-74.2% |