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 | $210,247 | $127,777+64.5% | $106,548+97.3% | $167,490+25.5% |
| Participation rate | 61.9% | 78.3%-16.4pp | 76.1%-14.2pp | 82.1%-20.2pp |
| Annual return | 8.67% | 33.87%-25.2pp | 26.80%-18.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,466 | $5,087-71.2% | $4,398-66.7% | $6,341-76.9% |
| Admin fee / account holder | $1,399 | $11,228-87.5% | $7,407-81.1% | $12,309-88.6% |