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 | $19,290 | $185,200-89.6% | $142,863-86.5% | $167,490-88.5% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 32.86% | 8555.70%-8522.8pp | 5637.54%-5604.7pp | 478.56%-445.7pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,268 | $4,494-49.5% | $3,837-40.9% | $6,341-64.2% |
| Admin fee / account holder | $1,155 | $8,031-85.6% | $6,560-82.4% | $12,309-90.6% |