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 | $93,085 | $185,200-49.7% | $142,863-34.8% | $167,490-44.4% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 11.26% | 8555.70%-8544.4pp | 5637.54%-5626.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,764 | $4,494+28.3% | $3,837+50.2% | $6,341-9.1% |
| Admin fee / account holder | $15,987 | $8,031+99.1% | $6,560+143.7% | $12,309+29.9% |