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 | $32,078 | $31,388+2.2% | $73,545-56.4% | $62,292-48.5% |
| Participation rate | 31.4% | 39.9%-8.4pp | 54.9%-23.5pp | 69.5%-38.1pp |
| Annual return | 18.10% | 25.34%-7.2pp | -15.16%+33.3pp | 28.90%-10.8pp |
| Employer contribution / active EE | $38 | $498-92.5% | $1,219-96.9% | $2,042-98.2% |
| Participant deferral / active EE | $532 | $1,028-48.3% | $1,806-70.6% | $3,169-83.2% |
| Admin fee / account holder | $3,766 | $299+1157.8% | $2,320+62.3% | $479+685.6% |