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 | $72,722 | $100,041-27.3% | $149,718-51.4% | $70,131+3.7% |
| Participation rate | 64.3% | 83.6%-19.3pp | 87.1%-22.8pp | 69.5%-5.3pp |
| Annual return | 15.03% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $437 | $3,662-88.1% | $5,445-92.0% | $2,342-81.4% |
| Participant deferral / active EE | $5,698 | $4,983+14.4% | $6,569-13.3% | $3,332+71.0% |
| Admin fee / account holder | $6,693 | $8,286-19.2% | $11,283-40.7% | $4,645+44.1% |