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 | $59,762 | $34,934+71.1% | $56,411+5.9% | $74,495-19.8% |
| Participation rate | 23.3% | 32.8%-9.6pp | 52.5%-29.2pp | 67.2%-43.9pp |
| Annual return | 16.71% | 25.94%-9.2pp | 1701.33%-1684.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $86 | $609-85.9% | $1,039-91.7% | $2,623-96.7% |
| Participant deferral / active EE | $1,605 | $1,170+37.2% | $1,952-17.7% | $4,346-63.1% |
| Admin fee / account holder | $1,457 | $2,364-38.4% | $2,829-48.5% | $1,942-25.0% |