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 | $99,716 | $56,053+77.9% | $75,972+31.3% | $80,856+23.3% |
| Participation rate | 56.8% | 62.0%-5.2pp | 69.1%-12.3pp | 67.6%-10.8pp |
| Annual return | 10.23% | 20.53%-10.3pp | 359.55%-349.3pp | 35.59%-25.4pp |
| Employer contribution / active EE | $375 | $1,874-80.0% | $2,685-86.0% | $2,755-86.4% |
| Participant deferral / active EE | $3,183 | $3,052+4.3% | $4,255-25.2% | $4,296-25.9% |
| Admin fee / account holder | $1,316 | $5,234-74.9% | $6,467-79.7% | $6,918-81.0% |