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 | $82,649 | $65,561+26.1% | $86,188-4.1% | $75,163+10.0% |
| Participation rate | 48.6% | 60.5%-11.8pp | 69.0%-20.3pp | 67.2%-18.5pp |
| Annual return | 14.12% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $82 | $1,553-94.7% | $2,380-96.6% | $2,670-96.9% |
| Participant deferral / active EE | $2,630 | $3,024-13.0% | $3,985-34.0% | $4,125-36.2% |
| Admin fee / account holder | $7,203 | $5,474+31.6% | $6,852+5.1% | $5,651+27.5% |