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 | $105,993 | $70,587+50.2% | $124,672-15.0% | $85,850+23.5% |
| Participation rate | 66.3% | 64.4%+1.8pp | 74.6%-8.3pp | 69.3%-3.0pp |
| Annual return | 18.94% | 20688.83%-20669.9pp | 5142.93%-5124.0pp | 318.53%-299.6pp |
| Employer contribution / active EE | $13 | $1,913-99.3% | $3,324-99.6% | $2,565-99.5% |
| Participant deferral / active EE | $3,457 | $2,969+16.5% | $4,614-25.1% | $3,952-12.5% |
| Admin fee / account holder | $4,175 | $5,282-21.0% | $7,493-44.3% | $6,260-33.3% |