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 | $78,127 | $59,839+30.6% | $81,983-4.7% | $79,858-2.2% |
| Participation rate | 32.6% | 61.6%-29.1pp | 69.2%-36.7pp | 69.6%-37.1pp |
| Annual return | 28.34% | 17.56%+10.8pp | 41.31%-13.0pp | 31.71%-3.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $936 | $2,695-65.3% | $3,722-74.9% | $3,740-75.0% |
| Admin fee / account holder | $737 | $4,287-82.8% | $5,664-87.0% | $5,306-86.1% |