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 | $154,106 | $154,1170% | $129,995+18.5% | $139,434+10.5% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 10.61% | 32.48%-21.9pp | -137.18%+147.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $947 | $5,289-82.1% | $4,320-78.1% | $4,751-80.1% |
| Participant deferral / active EE | $2,798 | $6,710-58.3% | $5,820-51.9% | $6,710-58.3% |
| Admin fee / account holder | $197,583 | $14,007+1310.6% | $10,614+1761.4% | $11,403+1632.8% |