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 | $103,180 | $70,587+46.2% | $124,672-17.2% | $85,850+20.2% |
| Participation rate | 53.0% | 64.4%-11.4pp | 74.6%-21.6pp | 69.3%-16.3pp |
| Annual return | 22.49% | 20688.83%-20666.3pp | 5142.93%-5120.4pp | 318.53%-296.0pp |
| Employer contribution / active EE | $364 | $1,913-81.0% | $3,324-89.0% | $2,565-85.8% |
| Participant deferral / active EE | $1,419 | $2,969-52.2% | $4,614-69.3% | $3,952-64.1% |
| Admin fee / account holder | $2,001 | $5,282-62.1% | $7,493-73.3% | $6,260-68.0% |