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 5-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 | $7,933 | $90,348-91.2% | $75,972-89.6% | $145,922-94.6% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.1%-16.1pp | 80.3%-27.3pp |
| Annual return | 35.12% | 620.88%-585.8pp | 359.55%-324.4pp | 561.29%-526.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,198 | $5,162-57.4% | $4,255-48.3% | $6,688-67.1% |
| Admin fee / account holder | $563 | $8,467-93.4% | $6,467-91.3% | $13,397-95.8% |