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 | $120,144 | $118,427+1.4% | $66,042+81.9% | $142,382-15.6% |
| Participation rate | 37.5% | 68.1%-30.6pp | 67.5%-30.0pp | 80.1%-42.6pp |
| Annual return | 13.65% | 35.57%-21.9pp | 52.11%-38.5pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,012 | $4,311-30.1% | $2,835+6.2% | $6,507-53.7% |
| Admin fee / account holder | $120,977 | $9,593+1161.0% | $5,747+2005.1% | $12,624+858.3% |