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 | $58,311 | $171,865-66.1% | $149,718-61.1% | $147,584-60.5% |
| Participation rate | 8.3% | 88.2%-79.9pp | 87.1%-78.7pp | 82.8%-74.5pp |
| Annual return | 23.11% | 2113.22%-2090.1pp | 1501.63%-1478.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $612 | $6,275-90.2% | $5,445-88.8% | $4,876-87.4% |
| Participant deferral / active EE | $3,062 | $7,271-57.9% | $6,569-53.4% | $5,439-43.7% |
| Admin fee / account holder | $16,673 | $13,799+20.8% | $11,283+47.8% | $10,885+53.2% |