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 | $88,490 | $59,263+49.3% | $96,562-8.4% | $79,386+11.5% |
| Participation rate | 50.5% | 61.9%-11.4pp | 69.8%-19.4pp | 70.7%-20.3pp |
| Annual return | 15.28% | 27.07%-11.8pp | 37.78%-22.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $219 | $1,216-82.0% | $2,356-90.7% | $2,427-91.0% |
| Participant deferral / active EE | $2,667 | $2,948-9.5% | $3,849-30.7% | $4,046-34.1% |
| Admin fee / account holder | $5,215 | $658+691.9% | $6,181-15.6% | $626+732.4% |