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 | $90,944 | $153,772-40.9% | $133,980-32.1% | $273,961-66.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 2273.11% | 36.51%+2236.6pp | 29.30%+2243.8pp | 41.45%+2231.7pp |
| Employer contribution / active EE | $904 | $6,029-85.0% | $5,211-82.6% | $4,869-81.4% |
| Participant deferral / active EE | $5,625 | $6,958-19.2% | $6,282-10.5% | $5,287+6.4% |
| Admin fee / account holder | $533 | $11,765-95.5% | $9,324-94.3% | $10,132-94.7% |