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 | $66,562 | $61,774+7.8% | $97,226-31.5% | $80,856-17.7% |
| Participation rate | 44.4% | 63.5%-19.1pp | 72.7%-28.2pp | 67.6%-23.2pp |
| Annual return | 10.72% | -557.90%+568.6pp | 75.13%-64.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $224 | $1,837-87.8% | $2,729-91.8% | $2,755-91.9% |
| Participant deferral / active EE | $3,085 | $3,029+1.9% | $4,264-27.6% | $4,296-28.2% |
| Admin fee / account holder | $6,095 | $5,166+18.0% | $5,654+7.8% | $6,918-11.9% |