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 | $38,412 | $150,440-74.5% | $136,294-71.8% | $147,584-74.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 16.78% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $86 | $5,256-98.4% | $4,695-98.2% | $4,876-98.2% |
| Participant deferral / active EE | $8,113 | $6,630+22.4% | $6,247+29.9% | $5,439+49.2% |
| Admin fee / account holder | $8,292 | $10,905-24.0% | $9,243-10.3% | $10,885-23.8% |