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 | $102,434 | $80,724+26.9% | $103,333-0.9% | $74,495+37.5% |
| Participation rate | 26.1% | 65.7%-39.6pp | 74.5%-48.5pp | 67.2%-41.1pp |
| Annual return | 13.94% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $596 | $3,157-81.1% | $3,868-84.6% | $2,623-77.3% |
| Participant deferral / active EE | $2,493 | $3,860-35.4% | $5,057-50.7% | $4,346-42.6% |
| Admin fee / account holder | $13,102 | $2,368+453.3% | $8,355+56.8% | $1,942+574.8% |