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 | $76,288 | $161,701-52.8% | - | $142,382-46.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | - | 80.1%-13.5pp |
| Annual return | 20.30% | 549.36%-529.1pp | - | 217.08%-196.8pp |
| Employer contribution / active EE | $302 | $4,438-93.2% | - | $4,299-93.0% |
| Participant deferral / active EE | $2,312 | $5,394-57.1% | - | $6,507-64.5% |
| Admin fee / account holder | $13,926 | $9,598+45.1% | - | $12,624+10.3% |