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 | $73,383 | $78,705-6.8% | $117,854-37.7% | $70,131+4.6% |
| Participation rate | 64.2% | 73.2%-9.0pp | 79.7%-15.5pp | 69.5%-5.4pp |
| Annual return | 14.42% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $269 | $2,223-87.9% | $3,786-92.9% | $2,342-88.5% |
| Participant deferral / active EE | $4,342 | $3,297+31.7% | $4,482-3.1% | $3,332+30.3% |
| Admin fee / account holder | $488 | $5,065-90.4% | $8,020-93.9% | $4,645-89.5% |