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 9-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 | $45,419 | $83,902-45.9% | $167,512-72.9% | $84,808-46.4% |
| Participation rate | 33.3% | 66.5%-33.1pp | 77.1%-43.7pp | 68.3%-35.0pp |
| Annual return | 14.54% | 91.55%-77.0pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | -$640 | $2,264-128.3% | $3,882-116.5% | $2,631-124.3% |
| Participant deferral / active EE | $2,019 | $4,442-54.6% | $6,405-68.5% | $4,212-52.1% |
| Admin fee / account holder | $637 | $7,915-92.0% | $9,769-93.5% | $7,344-91.3% |