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 | $123,461 | $102,317+20.7% | $146,958-16.0% | $80,856+52.7% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.2%-20.3pp | 67.6%-5.7pp |
| Annual return | 13.55% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $660 | $3,713-82.2% | $4,933-86.6% | $2,755-76.0% |
| Participant deferral / active EE | $4,674 | $6,644-29.6% | $8,070-42.1% | $4,296+8.8% |
| Admin fee / account holder | $13,919 | $7,941+75.3% | $12,998+7.1% | $6,918+101.2% |