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 | $113,510 | $109,817+3.4% | $98,442+15.3% | $167,490-32.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 19.89% | 1956.69%-1936.8pp | 1492.73%-1472.8pp | 478.56%-458.7pp |
| Employer contribution / active EE | $196 | $3,224-93.9% | $2,960-93.4% | $4,837-96.0% |
| Participant deferral / active EE | $6,420 | $4,673+37.4% | $4,276+50.1% | $6,341+1.2% |
| Admin fee / account holder | $1,739 | $6,753-74.3% | $5,949-70.8% | $12,309-85.9% |