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 | $45,992 | $51,045-9.9% | $70,515-34.8% | $71,457-35.6% |
| Participation rate | 53.1% | 59.4%-6.3pp | 68.3%-15.3pp | 67.9%-14.8pp |
| Annual return | 30.26% | 42.63%-12.4pp | 32.77%-2.5pp | 28.85%+1.4pp |
| Employer contribution / active EE | $356 | $1,790-80.1% | $2,973-88.0% | $2,588-86.2% |
| Participant deferral / active EE | $3,654 | $3,026+20.7% | $4,567-20.0% | $4,289-14.8% |
| Admin fee / account holder | $2,598 | $1,994+30.3% | $6,412-59.5% | $1,587+63.7% |