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 | $173,907 | $105,998+64.1% | $92,233+88.6% | $147,584+17.8% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 9.92% | 50.05%-40.1pp | 176.28%-166.4pp | 578.55%-568.6pp |
| Employer contribution / active EE | $667 | $4,333-84.6% | $3,679-81.9% | $4,876-86.3% |
| Participant deferral / active EE | $1,917 | $4,478-57.2% | $3,897-50.8% | $5,439-64.8% |
| Admin fee / account holder | $19,819 | $6,332+213.0% | $5,194+281.6% | $10,885+82.1% |