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 | $40,305 | $54,701-26.3% | $86,188-53.2% | $71,457-43.6% |
| Participation rate | 65.3% | 60.1%+5.2pp | 69.0%-3.6pp | 67.9%-2.6pp |
| Annual return | 14.16% | 20.06%-5.9pp | 1168.45%-1154.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,376 | $3,108+8.6% | $3,985-15.3% | $4,289-21.3% |
| Admin fee / account holder | $11,198 | $1,922+482.7% | $6,852+63.4% | $1,587+605.4% |