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 | $113,123 | $126,574-10.6% | $106,213+6.5% | $145,922-22.5% |
| Participation rate | 54.2% | 77.6%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 11.89% | 224.79%-212.9pp | 116.14%-104.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,151 | $5,724-44.9% | $5,016-37.2% | $6,688-52.9% |
| Admin fee / account holder | $1,403 | $17,304-91.9% | $11,033-87.3% | $13,397-89.5% |