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 3-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 | $27,715 | $59,101-53.1% | $77,163-64.1% | $75,163-63.1% |
| Participation rate | 53.6% | 63.9%-10.3pp | 69.6%-16.0pp | 67.2%-13.6pp |
| Annual return | 906.07% | 26.71%+879.4pp | 37.87%+868.2pp | 160.62%+745.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,414 | $2,999+80.5% | $3,833+41.2% | $4,125+31.3% |
| Admin fee / account holder | $1,114 | $4,774-76.7% | $5,472-79.6% | $5,651-80.3% |