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 | $107,400 | $91,037+18.0% | $71,671+49.9% | $147,584-27.2% |
| Participation rate | 55.6% | 76.1%-20.6pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 15.79% | 20.48%-4.7pp | 20.65%-4.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,599 | $4,498+2.2% | $3,438+33.8% | $5,439-15.4% |
| Admin fee / account holder | $13,004 | $8,613+51.0% | $5,558+133.9% | $10,885+19.5% |