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 7-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 | $66,642 | $111,724-40.4% | $93,606-28.8% | $145,922-54.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 14.93% | 202.98%-188.0pp | 133.20%-118.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $531 | $3,090-82.8% | $2,420-78.1% | $4,660-88.6% |
| Participant deferral / active EE | $2,653 | $4,912-46.0% | $4,411-39.9% | $6,688-60.3% |
| Admin fee / account holder | $11,522 | $10,250+12.4% | $8,285+39.1% | $13,397-14.0% |