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 | $57,382 | $121,625-52.8% | $104,607-45.1% | $158,922-63.9% |
| Participation rate | 37.5% | 77.5%-40.0pp | 74.1%-36.6pp | 82.0%-44.5pp |
| Annual return | 4.59% | 465.26%-460.7pp | 340.46%-335.9pp | 302.83%-298.2pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,459 | $4,177-65.1% | $3,740-61.0% | $5,982-75.6% |
| Admin fee / account holder | $17,601 | $7,787+126.0% | $6,473+171.9% | $11,246+56.5% |