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 | $58,009 | $55,415+4.7% | $155,509-62.7% | $74,495-22.1% |
| Participation rate | 18.5% | 61.9%-43.4pp | 78.2%-59.7pp | 67.2%-48.7pp |
| Annual return | 11.59% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,156 | $2,836-59.2% | $5,626-79.4% | $4,346-73.4% |
| Admin fee / account holder | $3,098 | $1,738+78.2% | $15,912-80.5% | $1,942+59.5% |