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 | $49,058 | $101,069-51.5% | $81,478-39.8% | $147,584-66.8% |
| Participation rate | 54.5% | 74.5%-19.9pp | 68.0%-13.4pp | 82.8%-28.3pp |
| Annual return | 20.89% | 32.40%-11.5pp | 38.78%-17.9pp | 578.55%-557.7pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,989 | $4,242+17.6% | $3,537+41.1% | $5,439-8.3% |
| Admin fee / account holder | $26,292 | $5,812+352.4% | $4,561+476.5% | $10,885+141.5% |