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 | $77,128 | $226,064-65.9% | $182,532-57.7% | $152,861-49.5% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.4%-39.6pp |
| Annual return | 22.12% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $372 | $4,978-92.5% | $4,076-90.9% | $4,762-92.2% |
| Participant deferral / active EE | $2,040 | $6,368-68.0% | $5,524-63.1% | $5,850-65.1% |
| Admin fee / account holder | $51,188 | $10,703+378.3% | $8,592+495.8% | $11,596+341.4% |