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 | $14,248 | $91,190-84.4% | $178,490-92.0% | $79,858-82.2% |
| Participation rate | 20.8% | 69.2%-48.4pp | 81.9%-61.1pp | 69.6%-48.8pp |
| Annual return | 57.31% | 24.19%+33.1pp | 151.07%-93.8pp | 31.71%+25.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,282 | $3,236-60.4% | $5,202-75.4% | $3,740-65.7% |
| Admin fee / account holder | $14,271 | $6,751+111.4% | $13,984+2.1% | $5,306+168.9% |