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 | $175,100 | $99,985+75.1% | $146,665+19.4% | $85,850+104.0% |
| Participation rate | 56.7% | 73.1%-16.4pp | 80.1%-23.4pp | 69.3%-12.6pp |
| Annual return | 11.62% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,220 | $4,006-44.6% | $5,506-59.7% | $3,952-43.8% |
| Admin fee / account holder | $2,044 | $7,702-73.5% | $10,280-80.1% | $6,260-67.3% |