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 | $129,526 | $176,056-26.4% | $159,436-18.8% | $167,490-22.7% |
| Participation rate | 52.6% | 84.9%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 10.90% | 331.75%-320.8pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,470 | $7,750-29.4% | $7,352-25.6% | $6,341-13.7% |
| Admin fee / account holder | $91,093 | $12,554+625.6% | $10,799+743.6% | $12,309+640.0% |