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 | $70,081 | $54,701+28.1% | $86,188-18.7% | $71,457-1.9% |
| Participation rate | 24.9% | 60.1%-35.2pp | 69.0%-44.1pp | 67.9%-43.0pp |
| Annual return | 18.34% | 20.06%-1.7pp | 1168.45%-1150.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $74 | $1,265-94.1% | $2,380-96.9% | $2,588-97.1% |
| Participant deferral / active EE | $1,595 | $3,108-48.7% | $3,985-60.0% | $4,289-62.8% |
| Admin fee / account holder | $6,923 | $1,922+260.3% | $6,852+1.0% | $1,587+336.2% |