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 | $73,890 | $61,774+19.6% | $97,226-24.0% | $80,856-8.6% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.6%-17.6pp |
| Annual return | 10.88% | -557.90%+568.8pp | 75.13%-64.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $349 | $1,837-81.0% | $2,729-87.2% | $2,755-87.3% |
| Participant deferral / active EE | $2,013 | $3,029-33.5% | $4,264-52.8% | $4,296-53.1% |
| Admin fee / account holder | $2,490 | $5,166-51.8% | $5,654-56.0% | $6,918-64.0% |