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 | $78,351 | $56,629+38.4% | $77,999+0.5% | $55,167+42.0% |
| Participation rate | 41.0% | 73.3%-32.3pp | 75.5%-34.6pp | 69.0%-28.0pp |
| Annual return | 7.17% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $226 | $1,723-86.9% | $2,470-90.9% | $1,963-88.5% |
| Participant deferral / active EE | $2,244 | $2,777-19.2% | $3,497-35.8% | $3,054-26.5% |
| Admin fee / account holder | $3,105 | $467+565.7% | $5,480-43.3% | $504+516.3% |