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 | $118,704 | $202,318-41.3% | $172,739-31.3% | $152,861-22.3% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 16.67% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,156 | $5,856-80.3% | $5,143-77.5% | $4,762-75.7% |
| Participant deferral / active EE | $4,591 | $5,948-22.8% | $5,198-11.7% | $5,850-21.5% |
| Admin fee / account holder | $316 | $17,109-98.2% | $13,954-97.7% | $11,596-97.3% |