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 7-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 | $61,984 | $52,406+18.3% | $129,207-52.0% | $74,495-16.8% |
| Participation rate | 44.8% | 53.8%-9.0pp | 69.6%-24.8pp | 67.2%-22.4pp |
| Annual return | 17.08% | 15.66%+1.4pp | 9417.33%-9400.2pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,850 | $2,794+145.1% | $4,168+64.4% | $4,346+57.6% |
| Admin fee / account holder | $3,928 | $2,633+49.2% | $7,715-49.1% | $1,942+102.3% |