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 | $84,378 | $70,428+19.8% | $96,562-12.6% | $85,850-1.7% |
| Participation rate | 55.4% | 61.8%-6.4pp | 69.8%-14.5pp | 69.3%-14.0pp |
| Annual return | 11.75% | 18.59%-6.8pp | 37.78%-26.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $238 | $1,413-83.2% | $2,356-89.9% | $2,565-90.7% |
| Participant deferral / active EE | $2,322 | $2,894-19.8% | $3,849-39.7% | $3,952-41.2% |
| Admin fee / account holder | $1,319 | $4,997-73.6% | $6,181-78.7% | $6,260-78.9% |