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 | $30,012 | $102,966-70.9% | $90,281-66.8% | $152,861-80.4% |
| Participation rate | 13.6% | 75.9%-62.2pp | 73.3%-59.6pp | 82.4%-68.8pp |
| Annual return | 1446.92% | 95.16%+1351.8pp | 78.10%+1368.8pp | 345.32%+1101.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,975 | $4,281-53.9% | $3,885-49.2% | $5,850-66.2% |
| Admin fee / account holder | $1,978 | $6,171-67.9% | $5,351-63.0% | $11,596-82.9% |