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 | $78,312 | $90,348-13.3% | $75,972+3.1% | $145,922-46.3% |
| Participation rate | 31.8% | 74.5%-42.6pp | 69.1%-37.2pp | 80.3%-48.5pp |
| Annual return | 14.32% | 620.88%-606.6pp | 359.55%-345.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,508 | $5,162-51.4% | $4,255-41.1% | $6,688-62.5% |
| Admin fee / account holder | $30,817 | $8,467+264.0% | $6,467+376.6% | $13,397+130.0% |