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 | $67,919 | $71,050-4.4% | $93,606-27.4% | $80,856-16.0% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.6%-14.1pp |
| Annual return | 24.47% | 11.26%+13.2pp | 133.20%-108.7pp | 35.59%-11.1pp |
| Employer contribution / active EE | $291 | $1,564-81.4% | $2,420-88.0% | $2,755-89.4% |
| Participant deferral / active EE | $1,436 | $4,034-64.4% | $4,411-67.5% | $4,296-66.6% |
| Admin fee / account holder | $2,998 | $6,945-56.8% | $8,285-63.8% | $6,918-56.7% |