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 | $48,522 | $87,168-44.3% | $98,907-50.9% | - |
| Participation rate | 60.6% | 73.1%-12.5pp | 76.0%-15.4pp | - |
| Annual return | 13.30% | 9.75%+3.6pp | 196.43%-183.1pp | - |
| Employer contribution / active EE | $295 | $2,509-88.2% | $2,689-89.0% | - |
| Participant deferral / active EE | $1,961 | $3,188-38.5% | $4,244-53.8% | - |
| Admin fee / account holder | $5,801 | $3,143+84.6% | $6,642-12.7% | - |