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 | $109,705 | $209,411-47.6% | $178,490-38.5% | $158,922-31.0% |
| Participation rate | 41.2% | 86.3%-45.2pp | 81.9%-40.7pp | 82.0%-40.8pp |
| Annual return | 13.96% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,514 | $5,954-24.2% | $5,202-13.2% | $5,982-24.5% |
| Admin fee / account holder | $683 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |