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 | $92,200 | $73,933+24.7% | $96,683-4.6% | $75,163+22.7% |
| Participation rate | 26.6% | 66.4%-39.8pp | 74.3%-47.8pp | 67.2%-40.6pp |
| Annual return | 16.49% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $256 | $2,928-91.2% | $3,737-93.1% | $2,670-90.4% |
| Participant deferral / active EE | $1,997 | $3,659-45.4% | $4,878-59.1% | $4,125-51.6% |
| Admin fee / account holder | $2,409 | $5,216-53.8% | $6,730-64.2% | $5,651-57.4% |