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 | $87,493 | $37,426+133.8% | $77,482+12.9% | $79,858+9.6% |
| Participation rate | 20.7% | 41.5%-20.8pp | 54.2%-33.5pp | 69.6%-48.9pp |
| Annual return | 13.57% | 39.70%-26.1pp | 54.79%-41.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $72 | $637-88.8% | $986-92.7% | $2,471-97.1% |
| Participant deferral / active EE | $561 | $1,260-55.5% | $1,861-69.8% | $3,740-85.0% |
| Admin fee / account holder | $539 | $2,504-78.5% | $2,858-81.1% | $5,306-89.8% |