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 8-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 | $57,996 | $159,901-63.7% | $146,958-60.5% | $145,922-60.3% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.2%-34.5pp | 80.3%-32.7pp |
| Annual return | 12.93% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,707 | $8,428-67.9% | $8,070-66.5% | $6,688-59.5% |
| Admin fee / account holder | $525 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |