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 | $49,303 | $171,865-71.3% | $149,718-67.1% | $147,584-66.6% |
| Participation rate | 61.9% | 88.2%-26.3pp | 87.1%-25.2pp | 82.8%-20.9pp |
| Annual return | 19.32% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,118 | $6,275-82.2% | $5,445-79.5% | $4,876-77.1% |
| Participant deferral / active EE | $4,449 | $7,271-38.8% | $6,569-32.3% | $5,439-18.2% |
| Admin fee / account holder | $303 | $13,799-97.8% | $11,283-97.3% | $10,885-97.2% |