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 | $206,330 | $160,055+28.9% | $140,016+47.4% | $135,375+52.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | 35.09% | 911.38%-876.3pp | 651.12%-616.0pp | 519.73%-484.6pp |
| Employer contribution / active EE | $1,275 | $6,420-80.1% | $5,606-77.2% | $4,779-73.3% |
| Participant deferral / active EE | $3,233 | $7,642-57.7% | $6,927-53.3% | $5,609-42.4% |
| Admin fee / account holder | $462 | $13,328-96.5% | $10,705-95.7% | $10,827-95.7% |