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 | $125,871 | $115,770+8.7% | $101,248+24.3% | $158,922-20.8% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 8.49% | 56.14%-47.6pp | 46.47%-38.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $677 | $4,175-83.8% | $3,660-81.5% | $4,761-85.8% |
| Participant deferral / active EE | $6,772 | $4,957+36.6% | $4,370+55.0% | $5,982+13.2% |
| Admin fee / account holder | $53,428 | $7,245+637.4% | $5,945+798.6% | $11,246+375.1% |