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 3-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 | $30,565 | $159,901-80.9% | $146,958-79.2% | $145,922-79.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 153.79% | 98.13%+55.7pp | 418.34%-264.5pp | 561.29%-407.5pp |
| Employer contribution / active EE | $785 | $5,286-85.2% | $4,933-84.1% | $4,660-83.2% |
| Participant deferral / active EE | $5,388 | $8,428-36.1% | $8,070-33.2% | $6,688-19.4% |
| Admin fee / account holder | $1,174 | $15,044-92.2% | $12,998-91.0% | $13,397-91.2% |