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 | $53,466 | $29,660+80.3% | $56,411-5.2% | $80,856-33.9% |
| Participation rate | 43.9% | 41.6%+2.3pp | 52.5%-8.6pp | 67.6%-23.7pp |
| Annual return | 11.46% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $60 | $669-91.1% | $1,039-94.3% | $2,755-97.8% |
| Participant deferral / active EE | $1,194 | $1,226-2.6% | $1,952-38.8% | $4,296-72.2% |
| Admin fee / account holder | $4,268 | $2,428+75.8% | $2,829+50.9% | $6,918-38.3% |