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 | $118,885 | $111,754+6.4% | $103,333+15.1% | $145,922-18.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 105.66% | 24.77%+80.9pp | 24.88%+80.8pp | 561.29%-455.6pp |
| Employer contribution / active EE | $850 | $4,212-79.8% | $3,868-78.0% | $4,660-81.8% |
| Participant deferral / active EE | $4,231 | $5,619-24.7% | $5,057-16.3% | $6,688-36.7% |
| Admin fee / account holder | $137,634 | $9,750+1311.6% | $8,355+1547.4% | $13,397+927.4% |