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 | $101,527 | $209,411-51.5% | $178,490-43.1% | $158,922-36.1% |
| Participation rate | 27.3% | 86.3%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 32.38% | 188.75%-156.4pp | 151.07%-118.7pp | 302.83%-270.4pp |
| Employer contribution / active EE | $1,135 | $5,706-80.1% | $5,011-77.3% | $4,761-76.2% |
| Participant deferral / active EE | $2,473 | $5,954-58.5% | $5,202-52.4% | $5,982-58.7% |
| Admin fee / account holder | $5,171 | $17,074-69.7% | $13,984-63.0% | $11,246-54.0% |