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 | $103,748 | $102,317+1.4% | $146,958-29.4% | $80,856+28.3% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.2%-20.9pp | 67.6%-6.3pp |
| Annual return | 23.86% | 134.76%-110.9pp | 418.34%-394.5pp | 35.59%-11.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,681 | $6,644+121.0% | $8,070+81.9% | $4,296+241.8% |
| Admin fee / account holder | $14,889 | $7,941+87.5% | $12,998+14.5% | $6,918+115.2% |