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 | $16,998 | $81,632-79.2% | $70,449-75.9% | $158,922-89.3% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 6.84% | 208.40%-201.6pp | 109.03%-102.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $242 | $3,217-92.5% | $2,737-91.1% | $4,761-94.9% |
| Participant deferral / active EE | $1,504 | $4,554-67.0% | $3,709-59.4% | $5,982-74.9% |
| Admin fee / account holder | $15,330 | $6,193+147.5% | $3,845+298.7% | $11,246+36.3% |