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 | $96,968 | $65,041+49.1% | $90,951+6.6% | $79,858+21.4% |
| Participation rate | 23.0% | 61.6%-38.6pp | 69.0%-46.0pp | 69.6%-46.6pp |
| Annual return | 14.45% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3 | $1,247-99.7% | $2,122-99.8% | $2,471-99.9% |
| Participant deferral / active EE | $1,601 | $2,512-36.3% | $3,373-52.5% | $3,740-57.2% |
| Admin fee / account holder | $8,215 | $4,536+81.1% | $5,959+37.9% | $5,306+54.8% |