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 | $85,006 | $79,171+7.4% | $102,423-17.0% | $74,495+14.1% |
| Participation rate | 50.4% | 74.8%-24.4pp | 76.5%-26.1pp | 67.2%-16.8pp |
| Annual return | 13.75% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $402 | $2,362-83.0% | $3,023-86.7% | $2,623-84.7% |
| Participant deferral / active EE | $3,361 | $4,415-23.9% | $5,053-33.5% | $4,346-22.7% |
| Admin fee / account holder | $30,837 | $2,001+1441.3% | $9,451+226.3% | $1,942+1488.1% |