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 | $81,452 | $59,417+37.1% | $93,606-13.0% | $74,495+9.3% |
| Participation rate | 25.7% | 59.7%-33.9pp | 68.7%-43.0pp | 67.2%-41.5pp |
| Annual return | 12.38% | 81.83%-69.5pp | 133.20%-120.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $78 | $1,264-93.9% | $2,420-96.8% | $2,623-97.0% |
| Participant deferral / active EE | $1,540 | $3,050-49.5% | $4,411-65.1% | $4,346-64.6% |
| Admin fee / account holder | $5,726 | $3,021+89.5% | $8,285-30.9% | $1,942+194.9% |