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 6-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 | $62,115 | $217,402-71.4% | $185,823-66.6% | $167,490-62.9% |
| Participation rate | 26.7% | 86.0%-59.4pp | 81.7%-55.0pp | 82.1%-55.4pp |
| Annual return | 8.91% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $78 | $5,873-98.7% | $5,167-98.5% | $4,837-98.4% |
| Participant deferral / active EE | $3,834 | $6,356-39.7% | $5,568-31.1% | $6,341-39.5% |
| Admin fee / account holder | $15,457 | $19,811-22.0% | $16,237-4.8% | $12,309+25.6% |