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 | $95,284 | $56,053+70.0% | $75,972+25.4% | $80,856+17.8% |
| Participation rate | 28.9% | 62.0%-33.1pp | 69.1%-40.1pp | 67.6%-38.7pp |
| Annual return | 16.87% | 20.53%-3.7pp | 359.55%-342.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $119 | $1,874-93.7% | $2,685-95.6% | $2,755-95.7% |
| Participant deferral / active EE | $1,188 | $3,052-61.1% | $4,255-72.1% | $4,296-72.3% |
| Admin fee / account holder | $5,967 | $5,234+14.0% | $6,467-7.7% | $6,918-13.7% |