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 | $97,625 | $101,317-3.6% | $146,958-33.6% | $74,495+31.0% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.3pp | 67.2%+2.7pp |
| Annual return | 21.41% | 8730.91%-8709.5pp | 418.34%-396.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $937 | $3,810-75.4% | $4,933-81.0% | $2,623-64.3% |
| Participant deferral / active EE | $4,661 | $7,303-36.2% | $8,070-42.2% | $4,346+7.3% |
| Admin fee / account holder | $11,002 | $1,739+532.7% | $12,998-15.4% | $1,942+466.6% |