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 | $120,106 | $73,360+63.7% | $177,989-32.5% | $74,495+61.2% |
| Participation rate | 26.1% | 66.6%-40.6pp | 77.1%-51.0pp | 67.2%-41.1pp |
| Annual return | 14.18% | 17.49%-3.3pp | 294.48%-280.3pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $379 | $2,216-82.9% | $3,949-90.4% | $2,623-85.5% |
| Participant deferral / active EE | $2,952 | $4,513-34.6% | $6,276-53.0% | $4,346-32.1% |
| Admin fee / account holder | $19,291 | $1,808+967.2% | $10,363+86.1% | $1,942+893.5% |