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 | $89,542 | $56,199+59.3% | $67,652+32.4% | $59,632+50.2% |
| Participation rate | 30.8% | 71.5%-40.7pp | 75.7%-44.9pp | 68.7%-37.9pp |
| Annual return | 0.13% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $96 | $1,614-94.0% | $2,266-95.8% | $2,203-95.6% |
| Participant deferral / active EE | $1,510 | $2,844-46.9% | $3,560-57.6% | $3,192-52.7% |
| Admin fee / account holder | $2,210 | $3,958-44.2% | $4,821-54.2% | $4,297-48.6% |