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 7-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 | $25,208 | $102,604-75.4% | $86,188-70.8% | $139,434-81.9% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 41.07% | 1922.51%-1881.4pp | 1168.45%-1127.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $364 | $3,032-88.0% | $2,380-84.7% | $4,751-92.3% |
| Participant deferral / active EE | $1,327 | $4,676-71.6% | $3,985-66.7% | $6,710-80.2% |
| Admin fee / account holder | $4,840 | $8,657-44.1% | $6,852-29.4% | $11,403-57.6% |