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 | $138,151 | $54,705+152.5% | $71,209+94.0% | $84,808+62.9% |
| Participation rate | 55.8% | 64.1%-8.3pp | 73.8%-17.9pp | 68.3%-12.5pp |
| Annual return | 15.11% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,666 | $3,030-45.0% | $4,175-60.1% | $4,212-60.4% |
| Admin fee / account holder | $4,070 | $4,863-16.3% | $5,349-23.9% | $7,344-44.6% |