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 | $70,131 | $102,604-31.6% | $86,188-18.6% | $139,434-49.7% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.0%-4.0pp | 80.3%-15.3pp |
| Annual return | 12.43% | 1922.51%-1910.1pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,380 | $4,676-6.3% | $3,985+9.9% | $6,710-34.7% |
| Admin fee / account holder | $17,458 | $8,657+101.7% | $6,852+154.8% | $11,403+53.1% |