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 7-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 | $139,788 | $175,202-20.2% | $149,673-6.6% | $139,434+0.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 40.90% | 166.71%-125.8pp | 134.42%-93.5pp | 372.94%-332.0pp |
| Employer contribution / active EE | $306 | $5,474-94.4% | $4,818-93.6% | $4,751-93.6% |
| Participant deferral / active EE | $6,599 | $6,519+1.2% | $5,680+16.2% | $6,710-1.7% |
| Admin fee / account holder | $456 | $16,150-97.2% | $13,210-96.5% | $11,403-96.0% |