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 | $103,955 | $158,398-34.4% | $126,539-17.8% | $142,382-27.0% |
| Participation rate | 47.1% | 75.8%-28.7pp | 69.8%-22.8pp | 80.1%-33.1pp |
| Annual return | 15.79% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,050 | $4,767+47.9% | $4,083+72.7% | $6,507+8.3% |
| Admin fee / account holder | $839 | $6,918-87.9% | $6,065-86.2% | $12,624-93.4% |