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 | $130,287 | $91,538+42.3% | $129,995+0.2% | $75,163+73.3% |
| Participation rate | 56.8% | 71.4%-14.6pp | 78.5%-21.7pp | 67.2%-10.4pp |
| Annual return | 13.87% | -631.11%+645.0pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $491 | $2,845-82.7% | $4,320-88.6% | $2,670-81.6% |
| Participant deferral / active EE | $3,301 | $4,341-24.0% | $5,820-43.3% | $4,125-20.0% |
| Admin fee / account holder | $47,670 | $6,790+602.0% | $10,614+349.1% | $5,651+743.6% |