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 | $140,832 | $90,348+55.9% | $75,972+85.4% | $145,922-3.5% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.1%-11.2pp | 80.3%-22.4pp |
| Annual return | 18.46% | 620.88%-602.4pp | 359.55%-341.1pp | 561.29%-542.8pp |
| Employer contribution / active EE | $453 | $3,311-86.3% | $2,685-83.1% | $4,660-90.3% |
| Participant deferral / active EE | $1,512 | $5,162-70.7% | $4,255-64.5% | $6,688-77.4% |
| Admin fee / account holder | $999 | $8,467-88.2% | $6,467-84.6% | $13,397-92.5% |