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 9-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 | $191,814 | $165,335+16.0% | $149,696+28.1% | $158,922+20.7% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 10.21% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $483 | $5,103-90.5% | $4,644-89.6% | $4,761-89.9% |
| Participant deferral / active EE | $2,833 | $7,181-60.5% | $6,842-58.6% | $5,982-52.6% |
| Admin fee / account holder | $47,160 | $10,807+336.4% | $9,309+406.6% | $11,246+319.4% |