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 | $72,656 | $46,297+56.9% | $71,671+1.4% | $62,292+16.6% |
| Participation rate | 57.7% | 60.6%-3.0pp | 68.7%-11.1pp | 69.5%-11.9pp |
| Annual return | 14.59% | 22.32%-7.7pp | 20.65%-6.1pp | 28.90%-14.3pp |
| Employer contribution / active EE | $229 | $1,412-83.8% | $2,460-90.7% | $2,042-88.8% |
| Participant deferral / active EE | $2,104 | $2,235-5.9% | $3,438-38.8% | $3,169-33.6% |
| Admin fee / account holder | $1,361 | $461+195.4% | $5,558-75.5% | $479+183.9% |