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 9-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 | $133,626 | $105,998+26.1% | $92,233+44.9% | $147,584-9.5% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 11.71% | 50.05%-38.3pp | 176.28%-164.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $587 | $4,333-86.5% | $3,679-84.1% | $4,876-88.0% |
| Participant deferral / active EE | $2,405 | $4,478-46.3% | $3,897-38.3% | $5,439-55.8% |
| Admin fee / account holder | $2,250 | $6,332-64.5% | $5,194-56.7% | $10,885-79.3% |