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 | $105,516 | $226,064-53.3% | $182,532-42.2% | $152,861-31.0% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.0%-61.3pp | 82.4%-65.8pp |
| Annual return | 20.97% | 192.51%-171.5pp | 148.54%-127.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $417 | $4,978-91.6% | $4,076-89.8% | $4,762-91.3% |
| Participant deferral / active EE | $3,442 | $6,368-46.0% | $5,524-37.7% | $5,850-41.2% |
| Admin fee / account holder | $24,166 | $10,703+125.8% | $8,592+181.3% | $11,596+108.4% |