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 | $30,016 | $76,000-60.5% | $154,107-80.5% | $64,186-53.2% |
| Participation rate | 9.2% | 70.4%-61.2pp | 83.0%-73.8pp | 69.6%-60.4pp |
| Annual return | 759.61% | 30.32%+729.3pp | 735.12%+24.5pp | 7.63%+752.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,369 | $3,175-56.9% | $5,081-73.1% | $3,470-60.5% |
| Admin fee / account holder | $585 | $5,596-89.6% | $13,411-95.6% | $4,888-88.0% |