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 | $48,507 | $202,318-76.0% | $172,739-71.9% | $152,861-68.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 26.91% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $988 | $5,856-83.1% | $5,143-80.8% | $4,762-79.3% |
| Participant deferral / active EE | $4,611 | $5,948-22.5% | $5,198-11.3% | $5,850-21.2% |
| Admin fee / account holder | $1,065 | $17,109-93.8% | $13,954-92.4% | $11,596-90.8% |