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 | $108,835 | $171,865-36.7% | $149,718-27.3% | $147,584-26.3% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 12.38% | 2113.22%-2100.8pp | 1501.63%-1489.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,273 | $6,275-79.7% | $5,445-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $5,050 | $7,271-30.5% | $6,569-23.1% | $5,439-7.1% |
| Admin fee / account holder | $15,519 | $13,799+12.5% | $11,283+37.5% | $10,885+42.6% |