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 | $83,522 | $138,044-39.5% | $125,339-33.4% | $134,475-37.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 4.27% | 750.33%-746.1pp | 572.05%-567.8pp | 417.96%-413.7pp |
| Employer contribution / active EE | $966 | $5,243-81.6% | $4,814-79.9% | $4,740-79.6% |
| Participant deferral / active EE | $3,123 | $7,799-60.0% | $7,446-58.1% | $6,400-51.2% |
| Admin fee / account holder | $67,088 | $11,571+479.8% | $10,010+570.2% | $11,426+487.2% |