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 | $101,586 | $102,604-1.0% | $86,188+17.9% | $139,434-27.1% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 13.61% | 1922.51%-1908.9pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,273 | $4,676-51.4% | $3,985-43.0% | $6,710-66.1% |
| Admin fee / account holder | $949 | $8,657-89.0% | $6,852-86.2% | $11,403-91.7% |