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 | $21,015 | $109,817-80.9% | $98,442-78.7% | $167,490-87.5% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 19.68% | 1956.69%-1937.0pp | 1492.73%-1473.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,976 | $4,673-36.3% | $4,276-30.4% | $6,341-53.1% |
| Admin fee / account holder | $792 | $6,753-88.3% | $5,949-86.7% | $12,309-93.6% |