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 | $27,150 | $73,515-63.1% | $62,995-56.9% | $147,584-81.6% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.8%-33.9pp | 82.8%-41.9pp |
| Annual return | 9.64% | 175.43%-165.8pp | 87.57%-77.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $911 | $4,185-78.2% | $3,329-72.6% | $5,439-83.2% |
| Admin fee / account holder | $397 | $5,953-93.3% | $3,600-89.0% | $10,885-96.4% |