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 | $91,209 | $83,902+8.7% | $167,512-45.6% | $84,808+7.5% |
| Participation rate | 48.1% | 66.5%-18.3pp | 77.1%-28.9pp | 68.3%-20.2pp |
| Annual return | 14.55% | 91.55%-77.0pp | 1615.79%-1601.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $362 | $2,264-84.0% | $3,882-90.7% | $2,631-86.3% |
| Participant deferral / active EE | $4,562 | $4,442+2.7% | $6,405-28.8% | $4,212+8.3% |
| Admin fee / account holder | $1,411 | $7,915-82.2% | $9,769-85.6% | $7,344-80.8% |