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 | $26,027 | $105,181-75.3% | $159,436-83.7% | $85,850-69.7% |
| Participation rate | 30.9% | 75.8%-44.9pp | 82.8%-51.9pp | 69.3%-38.4pp |
| Annual return | 12.67% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,623 | $5,945-39.0% | $7,352-50.7% | $3,952-8.3% |
| Admin fee / account holder | $17,445 | $6,933+151.6% | $10,799+61.6% | $6,260+178.7% |