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 | $75,640 | $48,795+55.0% | $65,493+15.5% | $84,808-10.8% |
| Participation rate | 45.2% | 67.0%-21.8pp | 73.1%-27.9pp | 68.3%-23.1pp |
| Annual return | 14.92% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $161 | $1,930-91.6% | $2,574-93.7% | $2,631-93.9% |
| Participant deferral / active EE | $2,508 | $2,928-14.4% | $3,961-36.7% | $4,212-40.4% |
| Admin fee / account holder | $1,681 | $3,877-56.6% | $5,028-66.6% | $7,344-77.1% |