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 | $104,936 | $102,604+2.3% | $86,188+21.8% | $139,434-24.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 16.75% | 1922.51%-1905.8pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $415 | $3,032-86.3% | $2,380-82.6% | $4,751-91.3% |
| Participant deferral / active EE | $2,953 | $4,676-36.8% | $3,985-25.9% | $6,710-56.0% |
| Admin fee / account holder | $1,724 | $8,657-80.1% | $6,852-74.8% | $11,403-84.9% |