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 | $123,960 | $102,616+20.8% | $81,983+51.2% | $158,922-22.0% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.2%-10.2pp | 82.0%-22.9pp |
| Annual return | 13.82% | 61.04%-47.2pp | 41.31%-27.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,199 | $4,648+11.8% | $3,722+39.7% | $5,982-13.1% |
| Admin fee / account holder | $2,272 | $8,235-72.4% | $5,664-59.9% | $11,246-79.8% |