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 | $95,729 | $54,701+75.0% | $86,188+11.1% | $71,457+34.0% |
| Participation rate | 24.2% | 60.1%-35.9pp | 69.0%-44.7pp | 67.9%-43.7pp |
| Annual return | 17.08% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,773 | $3,108-43.0% | $3,985-55.5% | $4,289-58.7% |
| Admin fee / account holder | $2,792 | $1,922+45.3% | $6,852-59.3% | $1,587+75.9% |