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 | $76,093 | $85,202-10.7% | $172,739-55.9% | $72,985+4.3% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 22.76% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,754 | $3,260-46.2% | $5,198-66.3% | $3,607-51.4% |
| Admin fee / account holder | $455 | $5,884-92.3% | $13,954-96.7% | $5,124-91.1% |