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 4-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 | $15,771 | $96,305-83.6% | $80,569-80.4% | $139,434-88.7% |
| Participation rate | 15.4% | 73.6%-58.2pp | 67.0%-51.6pp | 80.3%-64.9pp |
| Annual return | 11.68% | 1350.08%-1338.4pp | 935.43%-923.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $93 | $3,262-97.2% | $2,723-96.6% | $4,751-98.1% |
| Participant deferral / active EE | $2,168 | $5,232-58.6% | $4,447-51.3% | $6,710-67.7% |
| Admin fee / account holder | $3,800 | $6,599-42.4% | $5,377-29.3% | $11,403-66.7% |