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 | $156,342 | $106,543+46.7% | $91,220+71.4% | $134,475+16.3% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.2%-60.7pp | 81.2%-68.7pp |
| Annual return | -20.88% | 160.60%-181.5pp | 114.01%-134.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $100 | $3,331-97.0% | $2,850-96.5% | $4,740-97.9% |
| Participant deferral / active EE | $1,653 | $4,719-65.0% | $4,234-61.0% | $6,400-74.2% |
| Admin fee / account holder | $1,087 | $6,231-82.6% | $5,420-80.0% | $11,426-90.5% |