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 | $86,827 | $49,922+73.9% | $80,569+7.8% | $75,163+15.5% |
| Participation rate | 36.1% | 55.3%-19.2pp | 67.0%-30.9pp | 67.2%-31.1pp |
| Annual return | 23.17% | 34.69%-11.5pp | 935.43%-912.3pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $848 | $2,990-71.7% | $4,447-80.9% | $4,125-79.4% |
| Admin fee / account holder | $10,883 | $3,577+204.2% | $5,377+102.4% | $5,651+92.6% |