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 | $97,617 | $101,317-3.7% | $146,958-33.6% | $74,495+31.0% |
| Participation rate | 63.6% | 75.5%-12.0pp | 82.2%-18.6pp | 67.2%-3.6pp |
| Annual return | 24.29% | 8730.91%-8706.6pp | 418.34%-394.0pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $851 | $3,810-77.7% | $4,933-82.8% | $2,623-67.6% |
| Participant deferral / active EE | $7,335 | $7,303+0.4% | $8,070-9.1% | $4,346+68.8% |
| Admin fee / account holder | $5,935 | $1,739+241.3% | $12,998-54.3% | $1,942+205.7% |