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 | $116,271 | $83,902+38.6% | $167,512-30.6% | $84,808+37.1% |
| Participation rate | 48.5% | 66.5%-18.0pp | 77.1%-28.6pp | 68.3%-19.8pp |
| Annual return | 16.47% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,247 | $4,442-4.4% | $6,405-33.7% | $4,212+0.8% |
| Admin fee / account holder | $30,557 | $7,915+286.1% | $9,769+212.8% | $7,344+316.1% |