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 | $178,654 | $95,416+87.2% | $185,823-3.9% | $85,850+108.1% |
| Participation rate | 67.9% | 68.8%-0.9pp | 81.7%-13.8pp | 69.3%-1.5pp |
| Annual return | 13.13% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,113 | $3,423+78.6% | $5,568+9.8% | $3,952+54.7% |
| Admin fee / account holder | $2,355 | $7,213-67.3% | $16,237-85.5% | $6,260-62.4% |