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 | $127,895 | $104,486+22.4% | $76,817+66.5% | $152,861-16.3% |
| Participation rate | 54.2% | 76.6%-22.4pp | 72.1%-17.9pp | 82.4%-28.3pp |
| Annual return | 20.12% | 1013.37%-993.3pp | 1166.11%-1146.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,315 | $4,236+1.9% | $3,336+29.4% | $5,850-26.2% |
| Admin fee / account holder | $769 | $12,275-93.7% | $6,420-88.0% | $11,596-93.4% |