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 6-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 | $86,225 | $48,795+76.7% | $65,493+31.7% | $84,808+1.7% |
| Participation rate | 57.7% | 67.0%-9.3pp | 73.1%-15.4pp | 68.3%-10.6pp |
| Annual return | 13.29% | 20.20%-6.9pp | 982.45%-969.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,293 | $2,928+251.5% | $3,961+159.8% | $4,212+144.4% |
| Admin fee / account holder | $14,525 | $3,877+274.6% | $5,028+188.9% | $7,344+97.8% |