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 | $220,823 | $89,739+146.1% | $149,718+47.5% | $62,292+254.5% |
| Participation rate | 60.7% | 85.1%-24.4pp | 87.1%-26.4pp | 69.5%-8.8pp |
| Annual return | 16.09% | 21.01%-4.9pp | 1501.63%-1485.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,712 | $4,797+19.1% | $6,569-13.0% | $3,169+80.3% |
| Admin fee / account holder | $782 | $551+41.9% | $11,283-93.1% | $479+63.2% |