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 | $113,681 | $102,966+10.4% | $90,281+25.9% | $152,861-25.6% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.4%-21.3pp |
| Annual return | 21.46% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,502 | $4,281+5.1% | $3,885+15.9% | $5,850-23.1% |
| Admin fee / account holder | $7,229 | $6,171+17.2% | $5,351+35.1% | $11,596-37.7% |