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 | $133,734 | $101,317+32.0% | $146,958-9.0% | $74,495+79.5% |
| Participation rate | 31.5% | 75.5%-44.0pp | 82.2%-50.6pp | 67.2%-35.7pp |
| Annual return | 14.18% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $376 | $3,810-90.1% | $4,933-92.4% | $2,623-85.7% |
| Participant deferral / active EE | $5,997 | $7,303-17.9% | $8,070-25.7% | $4,346+38.0% |
| Admin fee / account holder | $22,832 | $1,739+1213.0% | $12,998+75.7% | $1,942+1075.9% |