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 | $97,116 | $152,587-36.4% | $125,175-22.4% | $152,861-36.5% |
| Participation rate | 69.6% | 83.3%-13.8pp | 79.8%-10.2pp | 82.4%-12.9pp |
| Annual return | 23.81% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,134 | $5,868-46.6% | $4,937-36.5% | $5,850-46.4% |
| Admin fee / account holder | $33,640 | $13,434+150.4% | $9,702+246.7% | $11,596+190.1% |