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 | $157,761 | $102,317+54.2% | $146,958+7.4% | $80,856+95.1% |
| Participation rate | 10.4% | 75.8%-65.4pp | 82.2%-71.7pp | 67.6%-57.2pp |
| Annual return | 14.62% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $12 | $3,713-99.7% | $4,933-99.8% | $2,755-99.6% |
| Participant deferral / active EE | $3,110 | $6,644-53.2% | $8,070-61.5% | $4,296-27.6% |
| Admin fee / account holder | $11,738 | $7,941+47.8% | $12,998-9.7% | $6,918+69.7% |