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 6-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 | $51,664 | $102,317-49.5% | $146,958-64.8% | $80,856-36.1% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 14.06% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,192 | $6,644+113.6% | $8,070+75.9% | $4,296+230.4% |
| Admin fee / account holder | $4,261 | $7,941-46.3% | $12,998-67.2% | $6,918-38.4% |