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 | $102,240 | $83,902+21.9% | $167,512-39.0% | $84,808+20.6% |
| Participation rate | 43.1% | 66.5%-23.4pp | 77.1%-34.0pp | 68.3%-25.2pp |
| Annual return | 16.56% | 91.55%-75.0pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,401 | $4,442+44.1% | $6,405-0.1% | $4,212+52.0% |
| Admin fee / account holder | $6,796 | $7,915-14.1% | $9,769-30.4% | $7,344-7.5% |