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 | $69,283 | $96,305-28.1% | $80,569-14.0% | $139,434-50.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 11.69% | 1350.08%-1338.4pp | 935.43%-923.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $274 | $3,262-91.6% | $2,723-89.9% | $4,751-94.2% |
| Participant deferral / active EE | $1,949 | $5,232-62.7% | $4,447-56.2% | $6,710-71.0% |
| Admin fee / account holder | $4,162 | $6,599-36.9% | $5,377-22.6% | $11,403-63.5% |