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 | $83,608 | $63,346+32.0% | $92,233-9.4% | $70,131+19.2% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 12.58% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $86 | $2,471-96.5% | $3,679-97.7% | $2,342-96.3% |
| Participant deferral / active EE | $1,434 | $2,854-49.8% | $3,897-63.2% | $3,332-57.0% |
| Admin fee / account holder | $5,038 | $3,840+31.2% | $5,194-3.0% | $4,645+8.5% |