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 | $139,155 | $88,083+58.0% | $164,813-15.6% | $74,495+86.8% |
| Participation rate | 51.7% | 73.0%-21.3pp | 78.6%-26.9pp | 67.2%-15.5pp |
| Annual return | 22.46% | 17.26%+5.2pp | 69.93%-47.5pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $709 | $2,593-72.7% | $4,341-83.7% | $2,623-73.0% |
| Participant deferral / active EE | $2,289 | $4,498-49.1% | $6,031-62.0% | $4,346-47.3% |
| Admin fee / account holder | $2,597 | $2,234+16.3% | $12,690-79.5% | $1,942+33.8% |