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 7-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 | $87,654 | $83,902+4.5% | $167,512-47.7% | $84,808+3.4% |
| Participation rate | 30.8% | 66.5%-35.7pp | 77.1%-46.3pp | 68.3%-37.5pp |
| Annual return | 16.96% | 91.55%-74.6pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,309 | $4,442-48.0% | $6,405-64.0% | $4,212-45.2% |
| Admin fee / account holder | $1,759 | $7,915-77.8% | $9,769-82.0% | $7,344-76.0% |