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 | $103,030 | $118,849-13.3% | $96,562+6.7% | $167,490-38.5% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 10.26% | 50.49%-40.2pp | 37.78%-27.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $310 | $3,120-90.1% | $2,356-86.8% | $4,837-93.6% |
| Participant deferral / active EE | $2,751 | $4,616-40.4% | $3,849-28.5% | $6,341-56.6% |
| Admin fee / account holder | $20,046 | $8,065+148.6% | $6,181+224.3% | $12,309+62.9% |