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 | $109,431 | $98,750+10.8% | $149,696-26.9% | $79,858+37.0% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 16.29% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,782 | $5,680+1.8% | $6,842-15.5% | $3,740+54.6% |
| Admin fee / account holder | $3,740 | $6,053-38.2% | $9,309-59.8% | $5,306-29.5% |