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 | $66,025 | $65,390+1.0% | $169,368-61.0% | $71,457-7.6% |
| Participation rate | 33.8% | 67.0%-33.2pp | 77.1%-43.4pp | 67.9%-34.1pp |
| Annual return | 20.30% | 21.31%-1.0pp | 405.60%-385.3pp | 28.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,472 | $4,367-43.4% | $6,221-60.3% | $4,289-42.4% |
| Admin fee / account holder | $6,502 | $1,324+391.0% | $9,003-27.8% | $1,587+309.6% |