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 8-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 | $94,328 | $54,705+72.4% | $71,209+32.5% | $84,808+11.2% |
| Participation rate | 13.0% | 64.1%-51.0pp | 73.8%-60.7pp | 68.3%-55.3pp |
| Annual return | 14.88% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $262 | $2,158-87.9% | $2,721-90.4% | $2,631-90.1% |
| Participant deferral / active EE | $610 | $3,030-79.9% | $4,175-85.4% | $4,212-85.5% |
| Admin fee / account holder | $10,614 | $4,863+118.2% | $5,349+98.4% | $7,344+44.5% |