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 9-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 | $43,042 | $88,751-51.5% | $81,812-47.4% | $145,922-70.5% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.3%-46.3pp | 80.3%-54.2pp |
| Annual return | 12.64% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $250 | $3,083-91.9% | $2,912-91.4% | $4,660-94.6% |
| Participant deferral / active EE | $1,527 | $4,643-67.1% | $4,319-64.6% | $6,688-77.2% |
| Admin fee / account holder | $362 | $8,415-95.7% | $7,386-95.1% | $13,397-97.3% |