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 5-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 | $24,453 | $105,181-76.8% | $159,436-84.7% | $85,850-71.5% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.8%-19.5pp | 69.3%-6.0pp |
| Annual return | 28.81% | 45.07%-16.3pp | 263.57%-234.8pp | 318.53%-289.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,933 | $5,945-0.2% | $7,352-19.3% | $3,952+50.1% |
| Admin fee / account holder | $4,118 | $6,933-40.6% | $10,799-61.9% | $6,260-34.2% |