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 4-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 | $13,415 | $30,400-55.9% | $53,898-75.1% | $84,808-84.2% |
| Participation rate | 18.4% | 46.4%-28.1pp | 55.0%-36.6pp | 68.3%-49.9pp |
| Annual return | 58.94% | 500.19%-441.2pp | 528.60%-469.7pp | 40.90%+18.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $483 | $1,199-59.7% | $1,826-73.5% | $4,212-88.5% |
| Admin fee / account holder | $1,454 | $1,993-27.1% | $2,491-41.6% | $7,344-80.2% |