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 7-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 | $21,390 | $176,056-87.9% | $159,436-86.6% | $167,490-87.2% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 68.82% | 331.75%-262.9pp | 263.57%-194.7pp | 478.56%-409.7pp |
| Employer contribution / active EE | $785 | $5,297-85.2% | $4,829-83.7% | $4,837-83.8% |
| Participant deferral / active EE | $3,289 | $7,750-57.6% | $7,352-55.3% | $6,341-48.1% |
| Admin fee / account holder | $1,059 | $12,554-91.6% | $10,799-90.2% | $12,309-91.4% |