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 | $123,947 | $202,318-38.7% | $172,739-28.2% | $152,861-18.9% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 21.68% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $494 | $5,856-91.6% | $5,143-90.4% | $4,762-89.6% |
| Participant deferral / active EE | $3,371 | $5,948-43.3% | $5,198-35.1% | $5,850-42.4% |
| Admin fee / account holder | $3,633 | $17,109-78.8% | $13,954-74.0% | $11,596-68.7% |