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 | $180,012 | $168,632+6.7% | $147,614+21.9% | $125,391+43.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -1.33% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $952 | $6,252-84.8% | $5,564-82.9% | $4,866-80.4% |
| Participant deferral / active EE | $3,821 | $5,507-30.6% | $4,895-21.9% | $5,352-28.6% |
| Admin fee / account holder | $6,712 | $13,580-50.6% | $11,611-42.2% | $9,540-29.6% |