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 | $136,989 | $59,417+130.6% | $93,606+46.3% | $74,495+83.9% |
| Participation rate | 25.5% | 59.7%-34.2pp | 68.7%-43.2pp | 67.2%-41.7pp |
| Annual return | 17.39% | 81.83%-64.4pp | 133.20%-115.8pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,714 | $3,050-43.8% | $4,411-61.2% | $4,346-60.6% |
| Admin fee / account holder | $14,678 | $3,021+385.8% | $8,285+77.2% | $1,942+655.9% |