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 | $84,640 | $58,512+44.7% | $84,015+0.7% | $72,985+16.0% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 16.69% | 28.93%-12.2pp | 71.31%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $218 | $1,163-81.3% | $1,983-89.0% | $2,440-91.1% |
| Participant deferral / active EE | $2,506 | $2,394+4.7% | $3,239-22.6% | $3,607-30.5% |
| Admin fee / account holder | $2,053 | $4,569-55.1% | $6,101-66.4% | $5,124-59.9% |