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 | $80,228 | $48,230+66.3% | $67,502+18.9% | $80,856-0.8% |
| Participation rate | 59.8% | 66.4%-6.6pp | 72.9%-13.1pp | 67.6%-7.9pp |
| Annual return | 12.87% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $269 | $2,020-86.7% | $2,731-90.1% | $2,755-90.2% |
| Participant deferral / active EE | $2,929 | $2,924+0.2% | $4,000-26.8% | $4,296-31.8% |
| Admin fee / account holder | $1,578 | $3,681-57.1% | $3,998-60.5% | $6,918-77.2% |