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 5-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 | $82,001 | $96,305-14.9% | $80,569+1.8% | $139,434-41.2% |
| Participation rate | 4.5% | 73.6%-69.1pp | 67.0%-62.5pp | 80.3%-75.8pp |
| Annual return | 27.16% | 1350.08%-1322.9pp | 935.43%-908.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $298 | $3,262-90.9% | $2,723-89.1% | $4,751-93.7% |
| Participant deferral / active EE | $1,023 | $5,232-80.5% | $4,447-77.0% | $6,710-84.8% |
| Admin fee / account holder | $342 | $6,599-94.8% | $5,377-93.6% | $11,403-97.0% |