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 | $136,207 | $100,852+35.1% | $90,404+50.7% | $158,922-14.3% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 13.68% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,202 | $4,348+42.6% | $3,963+56.5% | $5,982+3.7% |
| Admin fee / account holder | $2,399 | $6,501-63.1% | $5,611-57.3% | $11,246-78.7% |