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 | $24,694 | $84,233-70.7% | $170,442-85.5% | $70,131-64.8% |
| Participation rate | 56.3% | 70.8%-14.6pp | 83.6%-27.3pp | 69.5%-13.3pp |
| Annual return | 21.82% | 23.06%-1.2pp | 205.93%-184.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $252 | $3,387-92.6% | $5,433-95.4% | $2,342-89.2% |
| Participant deferral / active EE | $3,863 | $3,086+25.2% | $4,939-21.8% | $3,332+15.9% |
| Admin fee / account holder | $518 | $5,698-90.9% | $13,880-96.3% | $4,645-88.8% |