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 | $52,199 | $202,318-74.2% | $172,739-69.8% | $152,861-65.9% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.4%-40.8pp |
| Annual return | 21.00% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $959 | $5,856-83.6% | $5,143-81.4% | $4,762-79.9% |
| Participant deferral / active EE | $4,350 | $5,948-26.9% | $5,198-16.3% | $5,850-25.7% |
| Admin fee / account holder | $3,654 | $17,109-78.6% | $13,954-73.8% | $11,596-68.5% |