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 | $94,827 | $98,750-4.0% | $149,696-36.7% | $79,858+18.7% |
| Participation rate | 21.2% | 75.8%-54.6pp | 82.5%-61.3pp | 69.6%-48.5pp |
| Annual return | 20.44% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,609 | $5,680-54.1% | $6,842-61.9% | $3,740-30.2% |
| Admin fee / account holder | $704 | $6,053-88.4% | $9,309-92.4% | $5,306-86.7% |