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 8-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 | $18,690 | $156,846-88.1% | $121,098-84.6% | $139,434-86.6% |
| Participation rate | 36.8% | 76.4%-39.6pp | 69.5%-32.6pp | 80.3%-43.5pp |
| Annual return | 17.70% | 1474.56%-1456.9pp | 985.75%-968.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,586 | $4,844-26.0% | $4,080-12.1% | $6,710-46.6% |
| Admin fee / account holder | $477 | $6,946-93.1% | $5,644-91.5% | $11,403-95.8% |