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 | $99,543 | $73,638+35.2% | $95,952+3.7% | $73,488+35.5% |
| Participation rate | 57.4% | 76.2%-18.7pp | 77.1%-19.6pp | 70.7%-13.3pp |
| Annual return | 16.32% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $438 | $1,863-76.5% | $2,541-82.8% | $2,270-80.7% |
| Participant deferral / active EE | $2,476 | $3,617-31.6% | $4,167-40.6% | $3,740-33.8% |
| Admin fee / account holder | $2,760 | $482+472.6% | $6,795-59.4% | $513+438.0% |