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 | $58,695 | $110,502-46.9% | $80,716-27.3% | $167,490-65.0% |
| Participation rate | 18.8% | 64.0%-45.2pp | 54.2%-35.4pp | 82.1%-63.4pp |
| Annual return | 18.10% | 120.54%-102.4pp | 87.28%-69.2pp | 478.56%-460.5pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,534 | $2,871+92.8% | $2,146+157.9% | $6,341-12.7% |
| Admin fee / account holder | $25,310 | $4,545+456.9% | $3,380+648.9% | $12,309+105.6% |