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 | $78,924 | $76,050+3.8% | $96,544-18.3% | $71,457+10.4% |
| Participation rate | 30.1% | 74.4%-44.3pp | 76.0%-45.9pp | 67.9%-37.8pp |
| Annual return | 133.83% | 22.81%+111.0pp | 25.84%+108.0pp | 28.85%+105.0pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,107 | $4,215-50.0% | $4,851-56.6% | $4,289-50.9% |
| Admin fee / account holder | $3,706 | $2,707+36.9% | $8,252-55.1% | $1,587+133.5% |