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 | $98,999 | $102,317-3.2% | $146,958-32.6% | $80,856+22.4% |
| Participation rate | 28.2% | 75.8%-47.6pp | 82.2%-53.9pp | 67.6%-39.4pp |
| Annual return | 15.94% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $715 | $3,713-80.7% | $4,933-85.5% | $2,755-74.0% |
| Participant deferral / active EE | $3,181 | $6,644-52.1% | $8,070-60.6% | $4,296-26.0% |
| Admin fee / account holder | $17,455 | $7,941+119.8% | $12,998+34.3% | $6,918+152.3% |