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 | $126,300 | $107,334+17.7% | $92,893+36.0% | $152,861-17.4% |
| Participation rate | 10.0% | 79.8%-69.8pp | 76.0%-66.0pp | 82.4%-72.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $555 | $4,221-86.9% | $3,653-84.8% | $4,762-88.3% |
| Participant deferral / active EE | $1,675 | $4,845-65.4% | $4,236-60.5% | $5,850-71.4% |
| Admin fee / account holder | $543 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |