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 | $41,985 | $70,475-40.4% | $100,516-58.2% | $79,858-47.4% |
| Participation rate | 65.9% | 73.7%-7.8pp | 79.4%-13.5pp | 69.6%-3.8pp |
| Annual return | 30.47% | 21.90%+8.6pp | 30.89%-0.4pp | 31.71%-1.2pp |
| Employer contribution / active EE | $2 | $2,165-99.9% | $3,418-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $9,864 | $5,181+90.4% | $6,270+57.3% | $3,740+163.8% |
| Admin fee / account holder | $4,971 | $4,478+11.0% | $8,081-38.5% | $5,306-6.3% |