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 | $30,247 | $67,984-55.5% | $65,493-53.8% | $74,304-59.3% |
| Participation rate | 61.1% | 66.3%-5.2pp | 73.1%-12.0pp | 60.3%+0.8pp |
| Annual return | 16.47% | 19.87%-3.4pp | 982.45%-966.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $345 | $2,491-86.2% | $2,574-86.6% | $2,241-84.6% |
| Participant deferral / active EE | $1,389 | $3,346-58.5% | $3,961-64.9% | $3,767-63.1% |
| Admin fee / account holder | $530 | $1,373-61.4% | $5,028-89.5% | $2,969-82.2% |