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 | $46,770 | $104,251-55.1% | $91,001-48.6% | $147,584-68.3% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 11719.46% | 27.06%+11692.4pp | 4.60%+11714.9pp | 578.55%+11140.9pp |
| Employer contribution / active EE | $234 | $3,116-92.5% | $2,456-90.5% | $4,876-95.2% |
| Participant deferral / active EE | $1,315 | $4,195-68.7% | $3,547-62.9% | $5,439-75.8% |
| Admin fee / account holder | $1,759 | $8,948-80.3% | $5,417-67.5% | $10,885-83.8% |