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 | $96,560 | $83,902+15.1% | $167,512-42.4% | $84,808+13.9% |
| Participation rate | 38.2% | 66.5%-28.2pp | 77.1%-38.8pp | 68.3%-30.1pp |
| Annual return | 72.92% | 91.55%-18.6pp | 1615.79%-1542.9pp | 40.90%+32.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,867 | $4,442-35.5% | $6,405-55.2% | $4,212-31.9% |
| Admin fee / account holder | $7,392 | $7,915-6.6% | $9,769-24.3% | $7,344+0.7% |