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 7-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 | $85,256 | $133,922-36.3% | $116,228-26.6% | $142,382-40.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 13.43% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,232 | $5,672-60.7% | $4,953-54.9% | $6,507-65.7% |
| Admin fee / account holder | $25,443 | $14,945+70.2% | $11,989+112.2% | $12,624+101.5% |