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 | $96,434 | $78,422+23.0% | $95,952+0.5% | $79,858+20.8% |
| Participation rate | 62.2% | 73.5%-11.3pp | 77.1%-14.9pp | 69.6%-7.4pp |
| Annual return | 19.20% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $217 | $1,945-88.9% | $2,541-91.5% | $2,471-91.2% |
| Participant deferral / active EE | $1,913 | $3,440-44.4% | $4,167-54.1% | $3,740-48.9% |
| Admin fee / account holder | $9,997 | $5,622+77.8% | $6,795+47.1% | $5,306+88.4% |