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 | $123,411 | $78,485+57.2% | $106,213+16.2% | $74,495+65.7% |
| Participation rate | 26.2% | 72.8%-46.6pp | 75.3%-49.1pp | 67.2%-41.0pp |
| Annual return | 11.42% | 15.95%-4.5pp | 116.14%-104.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $170 | $2,523-93.3% | $3,171-94.6% | $2,623-93.5% |
| Participant deferral / active EE | $2,232 | $4,322-48.4% | $5,016-55.5% | $4,346-48.6% |
| Admin fee / account holder | $8,666 | $2,232+288.3% | $11,033-21.5% | $1,942+346.3% |