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 | $88,110 | $83,902+5.0% | $167,512-47.4% | $84,808+3.9% |
| Participation rate | 63.0% | 66.5%-3.5pp | 77.1%-14.1pp | 68.3%-5.3pp |
| Annual return | 19.10% | 91.55%-72.4pp | 1615.79%-1596.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $193 | $2,264-91.5% | $3,882-95.0% | $2,631-92.7% |
| Participant deferral / active EE | $4,401 | $4,442-0.9% | $6,405-31.3% | $4,212+4.5% |
| Admin fee / account holder | $4,511 | $7,915-43.0% | $9,769-53.8% | $7,344-38.6% |