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 | $29,842 | $169,032-82.3% | $129,207-76.9% | $145,922-79.5% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 9.10% | 14330.11%-14321.0pp | 9417.33%-9408.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $512 | $4,987-89.7% | $4,168-87.7% | $6,688-92.3% |
| Admin fee / account holder | $1,188 | $9,954-88.1% | $7,715-84.6% | $13,397-91.1% |