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 10-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 | $54,962 | $29,548+86.0% | $56,411-2.6% | $77,643-29.2% |
| Participation rate | 0.0% | 32.7%-32.7pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 22.52% | 19.01%+3.5pp | 1701.33%-1678.8pp | 31.24%-8.7pp |
| Employer contribution / active EE | $90 | $568-84.1% | $1,039-91.3% | $2,726-96.7% |
| Participant deferral / active EE | $546 | $1,061-48.6% | $1,952-72.0% | $4,647-88.3% |
| Admin fee / account holder | $1,306 | $1,046+24.8% | $2,829-53.8% | $430+203.4% |