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 | $77,552 | $58,927+31.6% | $76,817+1.0% | $72,985+6.3% |
| Participation rate | 26.0% | 67.3%-41.3pp | 72.1%-46.1pp | 69.5%-43.5pp |
| Annual return | 21.67% | 2305.64%-2284.0pp | 1166.11%-1144.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,537 | $2,690-42.9% | $3,336-53.9% | $3,607-57.4% |
| Admin fee / account holder | $3,062 | $4,013-23.7% | $6,420-52.3% | $5,124-40.2% |