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 9-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 | $130,740 | $88,751+47.3% | $81,812+59.8% | $145,922-10.4% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 17.20% | 1025.40%-1008.2pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,413 | $4,643+38.1% | $4,319+48.5% | $6,688-4.1% |
| Admin fee / account holder | $4,091 | $8,415-51.4% | $7,386-44.6% | $13,397-69.5% |