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 8-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 | $13,000 | $104,907-87.6% | $84,611-84.6% | $152,861-91.5% |
| Participation rate | 55.0% | 74.8%-19.8pp | 68.2%-13.2pp | 82.4%-27.4pp |
| Annual return | 31.54% | 373.79%-342.3pp | 258.74%-227.2pp | 345.32%-313.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,374 | $4,688-6.7% | $3,899+12.2% | $5,850-25.2% |
| Admin fee / account holder | $1,048 | $6,241-83.2% | $4,912-78.7% | $11,596-91.0% |