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 | $53,870 | $183,963-70.7% | $162,163-66.8% | $152,861-64.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 34.24% | 150.76%-116.5pp | 115.59%-81.3pp | 345.32%-311.1pp |
| Employer contribution / active EE | $46 | $6,371-99.3% | $5,614-99.2% | $4,762-99.0% |
| Participant deferral / active EE | $2,897 | $8,034-63.9% | $7,298-60.3% | $5,850-50.5% |
| Admin fee / account holder | $2,690 | $13,121-79.5% | $10,843-75.2% | $11,596-76.8% |