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 | $37,899 | $95,971-60.5% | $74,550-49.2% | $135,375-72.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | 4.77% | 56.96%-52.2pp | 32.53%-27.8pp | 519.73%-515.0pp |
| Employer contribution / active EE | $277 | $2,716-89.8% | $1,961-85.9% | $4,779-94.2% |
| Participant deferral / active EE | $2,415 | $3,843-37.2% | $3,108-22.3% | $5,609-56.9% |
| Admin fee / account holder | $37,950 | $6,522+481.9% | $5,060+650.1% | $10,827+250.5% |