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 | $60,244 | $84,233-28.5% | $170,442-64.7% | $70,131-14.1% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.3pp |
| Annual return | 13.75% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $190 | $3,387-94.4% | $5,433-96.5% | $2,342-91.9% |
| Participant deferral / active EE | $1,556 | $3,086-49.6% | $4,939-68.5% | $3,332-53.3% |
| Admin fee / account holder | $4,715 | $5,698-17.2% | $13,880-66.0% | $4,645+1.5% |