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 | $174,181 | $77,145+125.8% | $108,410+60.7% | $85,850+102.9% |
| Participation rate | 69.2% | 74.7%-5.4pp | 80.1%-10.9pp | 69.3%-0.1pp |
| Annual return | 12.93% | 44.54%-31.6pp | 905.27%-892.3pp | 318.53%-305.6pp |
| Employer contribution / active EE | $188 | $2,379-92.1% | $3,558-94.7% | $2,565-92.7% |
| Participant deferral / active EE | $4,556 | $5,566-18.2% | $6,563-30.6% | $3,952+15.3% |
| Admin fee / account holder | $19,116 | $5,172+269.6% | $7,295+162.0% | $6,260+205.4% |