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 | $26,522 | $102,616-74.2% | $81,983-67.6% | $158,922-83.3% |
| Participation rate | 52.9% | 75.5%-22.6pp | 69.2%-16.3pp | 82.0%-29.0pp |
| Annual return | 13.57% | 61.04%-47.5pp | 41.31%-27.7pp | 302.83%-289.3pp |
| Employer contribution / active EE | $371 | $3,240-88.6% | $2,498-85.2% | $4,761-92.2% |
| Participant deferral / active EE | $1,143 | $4,648-75.4% | $3,722-69.3% | $5,982-80.9% |
| Admin fee / account holder | $15,134 | $8,235+83.8% | $5,664+167.2% | $11,246+34.6% |