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 | $68,988 | $65,041+6.1% | $90,951-24.1% | $79,858-13.6% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.0%-21.2pp | 69.6%-21.9pp |
| Annual return | 14.33% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $250 | $1,247-80.0% | $2,122-88.2% | $2,471-89.9% |
| Participant deferral / active EE | $1,429 | $2,512-43.1% | $3,373-57.6% | $3,740-61.8% |
| Admin fee / account holder | $2,882 | $4,536-36.5% | $5,959-51.6% | $5,306-45.7% |