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 | $65,337 | $95,416-31.5% | $185,823-64.8% | $85,850-23.9% |
| Participation rate | 47.5% | 68.8%-21.3pp | 81.7%-34.2pp | 69.3%-21.9pp |
| Annual return | 30.32% | 23.59%+6.7pp | 122.05%-91.7pp | 318.53%-288.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,073 | $3,423-39.5% | $5,568-62.8% | $3,952-47.5% |
| Admin fee / account holder | $13,953 | $7,213+93.5% | $16,237-14.1% | $6,260+122.9% |