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 | $95,121 | $98,750-3.7% | $149,696-36.5% | $79,858+19.1% |
| Participation rate | 57.6% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-12.0pp |
| Annual return | 12.73% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $263 | $3,216-91.8% | $4,644-94.3% | $2,471-89.4% |
| Participant deferral / active EE | $2,530 | $5,680-55.5% | $6,842-63.0% | $3,740-32.4% |
| Admin fee / account holder | $2,027 | $6,053-66.5% | $9,309-78.2% | $5,306-61.8% |