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 | $146,853 | $83,902+75.0% | $167,512-12.3% | $84,808+73.2% |
| Participation rate | 65.2% | 66.5%-1.3pp | 77.1%-11.9pp | 68.3%-3.2pp |
| Annual return | 14.69% | 91.55%-76.9pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $349 | $2,264-84.6% | $3,882-91.0% | $2,631-86.7% |
| Participant deferral / active EE | $6,910 | $4,442+55.6% | $6,405+7.9% | $4,212+64.1% |
| Admin fee / account holder | $8,513 | $7,915+7.6% | $9,769-12.9% | $7,344+15.9% |