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 | $90,433 | $91,190-0.8% | $178,490-49.3% | $79,858+13.2% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | 21.70% | 24.19%-2.5pp | 151.07%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $366 | $3,256-88.8% | $5,011-92.7% | $2,471-85.2% |
| Participant deferral / active EE | $1,854 | $3,236-42.7% | $5,202-64.4% | $3,740-50.4% |
| Admin fee / account holder | $988 | $6,751-85.4% | $13,984-92.9% | $5,306-81.4% |