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 | $137,851 | $77,145+78.7% | $108,410+27.2% | $85,850+60.6% |
| Participation rate | 60.0% | 74.7%-14.7pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 19.32% | 44.54%-25.2pp | 905.27%-885.9pp | 318.53%-299.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,153 | $5,566+10.5% | $6,563-6.2% | $3,952+55.7% |
| Admin fee / account holder | $2,017 | $5,172-61.0% | $7,295-72.3% | $6,260-67.8% |