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 6-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 | $117,069 | $90,348+29.6% | $75,972+54.1% | $145,922-19.8% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 11.62% | 620.88%-609.3pp | 359.55%-347.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,151 | $5,162-58.3% | $4,255-49.5% | $6,688-67.8% |
| Admin fee / account holder | $2,820 | $8,467-66.7% | $6,467-56.4% | $13,397-79.0% |