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 | $129,430 | $49,173+163.2% | $121,098+6.9% | $75,163+72.2% |
| Participation rate | 18.5% | 55.4%-36.9pp | 69.5%-51.0pp | 67.2%-48.7pp |
| Annual return | 14.98% | 55.99%-41.0pp | 985.75%-970.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $232 | $1,546-85.0% | $4,164-94.4% | $2,670-91.3% |
| Participant deferral / active EE | $1,643 | $2,628-37.5% | $4,080-59.7% | $4,125-60.2% |
| Admin fee / account holder | $6,433 | $3,942+63.2% | $5,644+14.0% | $5,651+13.8% |