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 | $84,317 | $78,485+7.4% | $106,213-20.6% | $74,495+13.2% |
| Participation rate | 62.4% | 72.8%-10.4pp | 75.3%-12.9pp | 67.2%-4.8pp |
| Annual return | 13.28% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $499 | $2,523-80.2% | $3,171-84.3% | $2,623-81.0% |
| Participant deferral / active EE | $2,042 | $4,322-52.8% | $5,016-59.3% | $4,346-53.0% |
| Admin fee / account holder | $15,773 | $2,232+606.8% | $11,033+43.0% | $1,942+712.3% |