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 | $89,116 | $59,417+50.0% | $93,606-4.8% | $74,495+19.6% |
| Participation rate | 29.7% | 59.7%-29.9pp | 68.7%-39.0pp | 67.2%-37.5pp |
| Annual return | 19.13% | 81.83%-62.7pp | 133.20%-114.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,204 | $3,050+5.0% | $4,411-27.4% | $4,346-26.3% |
| Admin fee / account holder | $3,194 | $3,021+5.7% | $8,285-61.4% | $1,942+64.5% |