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 | $97,137 | $150,440-35.4% | $136,294-28.7% | $147,584-34.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.57% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $417 | $5,256-92.1% | $4,695-91.1% | $4,876-91.5% |
| Participant deferral / active EE | $8,167 | $6,630+23.2% | $6,247+30.7% | $5,439+50.2% |
| Admin fee / account holder | $911 | $10,905-91.6% | $9,243-90.1% | $10,885-91.6% |