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 | $75,692 | $62,127+21.8% | $81,382-7.0% | $74,495+1.6% |
| Participation rate | 29.9% | 64.0%-34.1pp | 69.5%-39.5pp | 67.2%-37.3pp |
| Annual return | 12.76% | 16.48%-3.7pp | 24.73%-12.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $172 | $1,882-90.9% | $2,463-93.0% | $2,623-93.5% |
| Participant deferral / active EE | $2,097 | $3,229-35.1% | $3,883-46.0% | $4,346-51.8% |
| Admin fee / account holder | $5,763 | $1,934+197.9% | $5,768-0.1% | $1,942+196.8% |