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 | $90,554 | $227,553-60.2% | $189,557-52.2% | $167,490-45.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 135.82% | 78.40%+57.4pp | 64.17%+71.6pp | 478.56%-342.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,995 | $7,002-42.9% | $6,174-35.3% | $6,341-37.0% |
| Admin fee / account holder | $2,524 | $11,878-78.8% | $9,807-74.3% | $12,309-79.5% |