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 | $197,750 | $111,724+77.0% | $93,606+111.3% | $145,922+35.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 12.20% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $480 | $3,090-84.5% | $2,420-80.2% | $4,660-89.7% |
| Participant deferral / active EE | $6,000 | $4,912+22.2% | $4,411+36.0% | $6,688-10.3% |
| Admin fee / account holder | $1,380 | $10,250-86.5% | $8,285-83.3% | $13,397-89.7% |