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 | $56,913 | $85,766-33.6% | $136,294-58.2% | $70,131-18.8% |
| Participation rate | 49.5% | 74.2%-24.7pp | 81.9%-32.5pp | 69.5%-20.1pp |
| Annual return | 104.80% | 31.45%+73.3pp | 5155.94%-5051.1pp | 73.14%+31.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,289 | $5,051-15.1% | $6,247-31.3% | $3,332+28.7% |
| Admin fee / account holder | $2,108 | $5,420-61.1% | $9,243-77.2% | $4,645-54.6% |