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 | $104,780 | $60,323+73.7% | $81,812+28.1% | $74,495+40.7% |
| Participation rate | 35.9% | 62.9%-26.9pp | 72.3%-36.4pp | 67.2%-31.3pp |
| Annual return | 13.55% | 16.90%-3.4pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,005 | $3,387+18.2% | $4,319-7.3% | $4,346-7.8% |
| Admin fee / account holder | $7,225 | $1,486+386.3% | $7,386-2.2% | $1,942+272.1% |