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 | $10,335 | $27,915-63.0% | $58,482-82.3% | $75,163-86.3% |
| Participation rate | 5.8% | 38.8%-33.0pp | 50.9%-45.1pp | 67.2%-61.4pp |
| Annual return | 114.99% | 44.20%+70.8pp | 4239.32%-4124.3pp | 160.62%-45.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,516 | $1,201+26.2% | $1,924-21.2% | $4,125-63.2% |
| Admin fee / account holder | $560 | $1,726-67.5% | $2,516-77.7% | $5,651-90.1% |