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 | $95,895 | $45,031+113.0% | $84,966+12.9% | $77,643+23.5% |
| Participation rate | 7.1% | 48.7%-41.5pp | 67.5%-60.4pp | 70.6%-63.4pp |
| Annual return | 13.51% | 79.22%-65.7pp | 66.38%-52.9pp | 31.24%-17.7pp |
| Employer contribution / active EE | $7 | $1,609-99.6% | $2,727-99.8% | $2,726-99.8% |
| Participant deferral / active EE | $638 | $2,807-77.3% | $4,519-85.9% | $4,647-86.3% |
| Admin fee / account holder | $5,674 | $912+522.3% | $6,149-7.7% | $430+1218.2% |