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 | $183,039 | $108,172+69.2% | $77,482+136.2% | $158,922+15.2% |
| Participation rate | 56.5% | 64.4%-7.9pp | 54.2%+2.3pp | 82.0%-25.4pp |
| Annual return | 11.61% | 31.67%-20.1pp | 54.79%-43.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,112 | $2,456+108.1% | $1,861+174.7% | $5,982-14.5% |
| Admin fee / account holder | $13,379 | $3,708+260.9% | $2,858+368.2% | $11,246+19.0% |