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 | $88,182 | $102,966-14.4% | $90,281-2.3% | $152,861-42.3% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 23.81% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,348 | $4,281-21.8% | $3,885-13.8% | $5,850-42.8% |
| Admin fee / account holder | $3,419 | $6,171-44.6% | $5,351-36.1% | $11,596-70.5% |