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 | $140,312 | $198,466-29.3% | $170,442-17.7% | $147,584-4.9% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 10.03% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,228 | $6,184-80.1% | $5,433-77.4% | $4,876-74.8% |
| Participant deferral / active EE | $4,502 | $5,629-20.0% | $4,939-8.9% | $5,439-17.2% |
| Admin fee / account holder | $81,905 | $16,852+386.0% | $13,880+490.1% | $10,885+652.4% |