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 9-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 | $158,492 | $83,902+88.9% | $167,512-5.4% | $84,808+86.9% |
| Participation rate | 22.6% | 66.5%-43.8pp | 77.1%-54.4pp | 68.3%-45.7pp |
| Annual return | 15.53% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,579 | $4,442-64.5% | $6,405-75.3% | $4,212-62.5% |
| Admin fee / account holder | $2,653 | $7,915-66.5% | $9,769-72.8% | $7,344-63.9% |