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 | $100,481 | $65,561+53.3% | $86,188+16.6% | $75,163+33.7% |
| Participation rate | 27.4% | 60.5%-33.1pp | 69.0%-41.6pp | 67.2%-39.8pp |
| Annual return | 23.33% | 46.05%-22.7pp | 1168.45%-1145.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,637 | $3,024-45.9% | $3,985-58.9% | $4,125-60.3% |
| Admin fee / account holder | $9,153 | $5,474+67.2% | $6,852+33.6% | $5,651+62.0% |