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 | $102,912 | $57,281+79.7% | $86,612+18.8% | $75,163+36.9% |
| Participation rate | 19.4% | 63.2%-43.8pp | 71.7%-52.3pp | 67.2%-47.7pp |
| Annual return | 23.75% | 2670.75%-2647.0pp | 591.07%-567.3pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,039 | $3,318-8.4% | $4,438-31.5% | $4,125-26.3% |
| Admin fee / account holder | $3,405 | $4,112-17.2% | $5,614-39.4% | $5,651-39.7% |