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 | $189,783 | $91,538+107.3% | $129,995+46.0% | $75,163+152.5% |
| Participation rate | 63.9% | 71.4%-7.5pp | 78.5%-14.6pp | 67.2%-3.3pp |
| Annual return | 14.80% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $242 | $2,845-91.5% | $4,320-94.4% | $2,670-90.9% |
| Participant deferral / active EE | $4,544 | $4,341+4.7% | $5,820-21.9% | $4,125+10.1% |
| Admin fee / account holder | $107,513 | $6,790+1483.3% | $10,614+912.9% | $5,651+1802.6% |