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 | $99,608 | $48,795+104.1% | $65,493+52.1% | $84,808+17.5% |
| Participation rate | 67.9% | 67.0%+0.9pp | 73.1%-5.2pp | 68.3%-0.5pp |
| Annual return | 12.76% | 20.20%-7.4pp | 982.45%-969.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,073 | $2,928+244.0% | $3,961+154.3% | $4,212+139.2% |
| Admin fee / account holder | $4,219 | $3,877+8.8% | $5,028-16.1% | $7,344-42.6% |