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 | $247,206 | $83,902+194.6% | $167,512+47.6% | $84,808+191.5% |
| Participation rate | 63.9% | 66.5%-2.6pp | 77.1%-13.2pp | 68.3%-4.4pp |
| Annual return | 16.40% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,198 | $4,442+17.0% | $6,405-18.8% | $4,212+23.4% |
| Admin fee / account holder | $13,567 | $7,915+71.4% | $9,769+38.9% | $7,344+84.7% |