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 | $70,021 | $97,757-28.4% | $83,848-16.5% | $135,375-48.3% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | 5.35% | 1287.37%-1282.0pp | 850.88%-845.5pp | 519.73%-514.4pp |
| Employer contribution / active EE | $542 | $4,222-87.2% | $3,631-85.1% | $4,779-88.7% |
| Participant deferral / active EE | $1,921 | $4,682-59.0% | $4,082-52.9% | $5,609-65.8% |
| Admin fee / account holder | $553 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |