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 10-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 | $32,047 | $150,440-78.7% | $136,294-76.5% | $147,584-78.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 32.68% | 1049.08%-1016.4pp | 5155.94%-5123.3pp | 578.55%-545.9pp |
| Employer contribution / active EE | $12 | $5,256-99.8% | $4,695-99.7% | $4,876-99.8% |
| Participant deferral / active EE | $2,146 | $6,630-67.6% | $6,247-65.6% | $5,439-60.5% |
| Admin fee / account holder | $1,082 | $10,905-90.1% | $9,243-88.3% | $10,885-90.1% |