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 | $25,649 | $72,400-64.6% | $67,502-62.0% | $145,922-82.4% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 9.87% | 7182.46%-7172.6pp | 3512.12%-3502.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $290 | $3,069-90.5% | $2,731-89.4% | $4,660-93.8% |
| Participant deferral / active EE | $1,610 | $4,783-66.3% | $4,000-59.7% | $6,688-75.9% |
| Admin fee / account holder | $1,404 | $5,539-74.7% | $3,998-64.9% | $13,397-89.5% |