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 | $137,932 | $100,041+37.9% | $149,718-7.9% | $70,131+96.7% |
| Participation rate | 60.7% | 83.6%-22.9pp | 87.1%-26.4pp | 69.5%-8.8pp |
| Annual return | 15.47% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,354 | $4,983+67.7% | $6,569+27.2% | $3,332+150.7% |
| Admin fee / account holder | $436 | $8,286-94.7% | $11,283-96.1% | $4,645-90.6% |