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 | $115,103 | $107,934+6.6% | $91,989+25.1% | $152,861-24.7% |
| Participation rate | 63.6% | 81.2%-17.5pp | 78.6%-15.0pp | 82.4%-18.8pp |
| Annual return | 18.82% | 89.24%-70.4pp | 69.02%-50.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,203 | $6,364-65.4% | $5,923-62.8% | $5,850-62.3% |
| Admin fee / account holder | $11,159 | $10,520+6.1% | $7,743+44.1% | $11,596-3.8% |