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 | $62,820 | $53,127+18.2% | $86,590-27.5% | $70,131-10.4% |
| Participation rate | 48.3% | 65.3%-17.0pp | 73.5%-25.3pp | 69.5%-21.3pp |
| Annual return | 13.25% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $207 | $2,068-90.0% | $2,839-92.7% | $2,342-91.2% |
| Participant deferral / active EE | $3,758 | $2,696+39.4% | $3,609+4.1% | $3,332+12.8% |
| Admin fee / account holder | $388 | $3,585-89.2% | $4,906-92.1% | $4,645-91.7% |