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 | $78,864 | $150,440-47.6% | $136,294-42.1% | $147,584-46.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 18.92% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $369 | $5,256-93.0% | $4,695-92.2% | $4,876-92.4% |
| Participant deferral / active EE | $12,000 | $6,630+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $1,915 | $10,905-82.4% | $9,243-79.3% | $10,885-82.4% |