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 | $138,597 | $110,809+25.1% | $86,874+59.5% | $167,490-17.3% |
| Participation rate | 36.4% | 75.8%-39.4pp | 71.6%-35.3pp | 82.1%-45.7pp |
| Annual return | 21.61% | 116.98%-95.4pp | 63.52%-41.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,879 | $4,546-14.7% | $3,699+4.9% | $6,341-38.8% |
| Admin fee / account holder | $4,417 | $8,415-47.5% | $5,828-24.2% | $12,309-64.1% |