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 | $74,631 | $34,308+117.5% | $74,701-0.1% | $72,985+2.3% |
| Participation rate | 19.3% | 42.4%-23.1pp | 54.5%-35.1pp | 69.5%-50.2pp |
| Annual return | 18.86% | 26.58%-7.7pp | 752.92%-734.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $60 | $692-91.3% | $1,084-94.5% | $2,440-97.5% |
| Participant deferral / active EE | $479 | $1,271-62.3% | $1,964-75.6% | $3,607-86.7% |
| Admin fee / account holder | $657 | $2,124-69.1% | $3,333-80.3% | $5,124-87.2% |