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 | $67,369 | $106,890-37.0% | $84,015-19.8% | $152,861-55.9% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 20.70% | 104.99%-84.3pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,115 | $4,011-47.3% | $3,239-34.7% | $5,850-63.9% |
| Admin fee / account holder | $2,628 | $8,285-68.3% | $6,101-56.9% | $11,596-77.3% |