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 | $72,121 | $102,317-29.5% | $146,958-50.9% | $80,856-10.8% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.2%-39.8pp | 67.6%-25.3pp |
| Annual return | 38.04% | 134.76%-96.7pp | 418.34%-380.3pp | 35.59%+2.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,713 | $6,644-29.1% | $8,070-41.6% | $4,296+9.7% |
| Admin fee / account holder | $17,438 | $7,941+119.6% | $12,998+34.2% | $6,918+152.1% |