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 | $45,421 | $104,907-56.7% | $84,611-46.3% | $152,861-70.3% |
| Participation rate | 5.9% | 74.8%-68.9pp | 68.2%-62.4pp | 82.4%-76.6pp |
| Annual return | 96.48% | 373.79%-277.3pp | 258.74%-162.3pp | 345.32%-248.8pp |
| Employer contribution / active EE | $257 | $3,302-92.2% | $2,652-90.3% | $4,762-94.6% |
| Participant deferral / active EE | $1,118 | $4,688-76.2% | $3,899-71.3% | $5,850-80.9% |
| Admin fee / account holder | $446 | $6,241-92.9% | $4,912-90.9% | $11,596-96.2% |