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 | $29,615 | $150,440-80.3% | $136,294-78.3% | $147,584-79.9% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 23.26% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,103 | $6,630+22.2% | $6,247+29.7% | $5,439+49.0% |
| Admin fee / account holder | $1,575 | $10,905-85.6% | $9,243-83.0% | $10,885-85.5% |