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 | $93,300 | $77,314+20.7% | $177,989-47.6% | $80,856+15.4% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 20.38% | 18.09%+2.3pp | 294.48%-274.1pp | 35.59%-15.2pp |
| Employer contribution / active EE | $55 | $2,292-97.6% | $3,949-98.6% | $2,755-98.0% |
| Participant deferral / active EE | $1,638 | $4,411-62.9% | $6,276-73.9% | $4,296-61.9% |
| Admin fee / account holder | $12,234 | $7,191+70.1% | $10,363+18.0% | $6,918+76.8% |