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 3-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 | $9,480 | $90,348-89.5% | $75,972-87.5% | $145,922-93.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 73.29% | 620.88%-547.6pp | 359.55%-286.3pp | 561.29%-488.0pp |
| Employer contribution / active EE | $222 | $3,311-93.3% | $2,685-91.7% | $4,660-95.2% |
| Participant deferral / active EE | $10,238 | $5,162+98.3% | $4,255+140.6% | $6,688+53.1% |
| Admin fee / account holder | $20,852 | $8,467+146.3% | $6,467+222.5% | $13,397+55.6% |