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 | $211,140 | $202,432+4.3% | $169,368+24.7% | $139,434+51.4% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 15.70% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,590 | $6,938+9.4% | $6,221+22.0% | $6,710+13.1% |
| Admin fee / account holder | $52,523 | $10,708+390.5% | $9,003+483.4% | $11,403+360.6% |