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 | $177,272 | $198,466-10.7% | $170,442+4.0% | $147,584+20.1% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 29.14% | 257.29%-228.2pp | 205.93%-176.8pp | 578.55%-549.4pp |
| Employer contribution / active EE | $645 | $6,184-89.6% | $5,433-88.1% | $4,876-86.8% |
| Participant deferral / active EE | $2,692 | $5,629-52.2% | $4,939-45.5% | $5,439-50.5% |
| Admin fee / account holder | $7,963 | $16,852-52.7% | $13,880-42.6% | $10,885-26.8% |