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 | $71,683 | $34,934+105.2% | $56,411+27.1% | $74,495-3.8% |
| Participation rate | 13.9% | 32.8%-19.0pp | 52.5%-38.6pp | 67.2%-53.3pp |
| Annual return | 12.50% | 25.94%-13.4pp | 1701.33%-1688.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $585 | $1,170-50.0% | $1,952-70.0% | $4,346-86.5% |
| Admin fee / account holder | $10,828 | $2,364+358.1% | $2,829+282.8% | $1,942+457.7% |