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 | $80,818 | $56,629+42.7% | $77,999+3.6% | $55,167+46.5% |
| Participation rate | 63.2% | 73.3%-10.1pp | 75.5%-12.3pp | 69.0%-5.7pp |
| Annual return | 7.12% | 2866.98%-2859.9pp | 425.96%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $306 | $1,723-82.2% | $2,470-87.6% | $1,963-84.4% |
| Participant deferral / active EE | $1,860 | $2,777-33.0% | $3,497-46.8% | $3,054-39.1% |
| Admin fee / account holder | $6,132 | $467+1214.3% | $5,480+11.9% | $504+1116.8% |