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 | $65,675 | $58,208+12.8% | $81,812-19.7% | $80,856-18.8% |
| Participation rate | 63.9% | 63.4%+0.5pp | 72.3%-8.5pp | 67.6%-3.7pp |
| Annual return | 15.72% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,809 | $3,281+107.5% | $4,319+57.7% | $4,296+58.5% |
| Admin fee / account holder | $391 | $4,981-92.1% | $7,386-94.7% | $6,918-94.3% |