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 | $99,232 | $80,968+22.6% | $96,544+2.8% | $75,163+32.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 14.48% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $271 | $2,282-88.1% | $2,965-90.9% | $2,670-89.9% |
| Participant deferral / active EE | $2,069 | $3,928-47.3% | $4,851-57.4% | $4,125-49.9% |
| Admin fee / account holder | $24,802 | $6,724+268.8% | $8,252+200.6% | $5,651+338.9% |