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 | $58,970 | $138,044-57.3% | $125,339-53.0% | $134,475-56.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 66.70% | 750.33%-683.6pp | 572.05%-505.4pp | 417.96%-351.3pp |
| Employer contribution / active EE | $539 | $5,243-89.7% | $4,814-88.8% | $4,740-88.6% |
| Participant deferral / active EE | $6,525 | $7,799-16.3% | $7,446-12.4% | $6,400+2.0% |
| Admin fee / account holder | $54,485 | $11,571+370.9% | $10,010+444.3% | $11,426+376.9% |