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 9-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 | $17,485 | $105,998-83.5% | $92,233-81.0% | $147,584-88.2% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 20.49% | 50.05%-29.6pp | 176.28%-155.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $525 | $4,333-87.9% | $3,679-85.7% | $4,876-89.2% |
| Participant deferral / active EE | $2,886 | $4,478-35.6% | $3,897-25.9% | $5,439-46.9% |
| Admin fee / account holder | $415 | $6,332-93.5% | $5,194-92.0% | $10,885-96.2% |