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 | $78,839 | $150,187-47.5% | $120,354-34.5% | $145,922-46.0% |
| Participation rate | 69.6% | 78.8%-9.2pp | 71.9%-2.3pp | 80.3%-10.7pp |
| Annual return | 14.84% | 154.07%-139.2pp | 107.15%-92.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $213 | $4,348-95.1% | $3,463-93.8% | $4,660-95.4% |
| Participant deferral / active EE | $4,083 | $6,173-33.9% | $4,991-18.2% | $6,688-39.0% |
| Admin fee / account holder | $6,157 | $12,207-49.6% | $9,423-34.7% | $13,397-54.0% |