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 9-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 | $31,733 | $69,763-54.5% | $67,502-53.0% | $74,495-57.4% |
| Participation rate | 25.4% | 71.4%-46.0pp | 72.9%-47.5pp | 67.2%-41.8pp |
| Annual return | 17.64% | -40.34%+58.0pp | 3512.12%-3494.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $590 | $2,704-78.2% | $2,731-78.4% | $2,623-77.5% |
| Participant deferral / active EE | $1,687 | $3,636-53.6% | $4,000-57.8% | $4,346-61.2% |
| Admin fee / account holder | $407 | $896-54.5% | $3,998-89.8% | $1,942-79.0% |