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 | $117,531 | $71,192+65.1% | $117,854-0.3% | $62,292+88.7% |
| Participation rate | 32.2% | 74.2%-42.0pp | 79.7%-47.5pp | 69.5%-37.3pp |
| Annual return | 15.03% | 18.66%-3.6pp | 335.08%-320.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,182 | $3,189-31.6% | $4,482-51.3% | $3,169-31.2% |
| Admin fee / account holder | $13,040 | $587+2120.5% | $8,020+62.6% | $479+2620.3% |