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 | $83,288 | $150,440-44.6% | $136,294-38.9% | $147,584-43.6% |
| Participation rate | 31.8% | 84.4%-52.6pp | 81.9%-50.1pp | 82.8%-51.0pp |
| Annual return | 15.21% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,354 | $6,630-19.2% | $6,247-14.3% | $5,439-1.6% |
| Admin fee / account holder | $3,930 | $10,905-64.0% | $9,243-57.5% | $10,885-63.9% |