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 | $181,112 | $100,754+79.8% | $86,677+109.0% | $134,475+34.7% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -14.53% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $489 | $3,489-86.0% | $2,836-82.8% | $4,740-89.7% |
| Participant deferral / active EE | $3,551 | $5,338-33.5% | $4,656-23.7% | $6,400-44.5% |
| Admin fee / account holder | $13,387 | $10,926+22.5% | $7,493+78.7% | $11,426+17.2% |