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 | $151,306 | $102,317+47.9% | $146,958+3.0% | $80,856+87.1% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 12.30% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,143 | $6,644-52.7% | $8,070-61.1% | $4,296-26.8% |
| Admin fee / account holder | $3,736 | $7,941-53.0% | $12,998-71.3% | $6,918-46.0% |