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 | $32,775 | $97,757-66.5% | $83,848-60.9% | $135,375-75.8% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | 8.72% | 1287.37%-1278.7pp | 850.88%-842.2pp | 519.73%-511.0pp |
| Employer contribution / active EE | $253 | $4,222-94.0% | $3,631-93.0% | $4,779-94.7% |
| Participant deferral / active EE | $1,820 | $4,682-61.1% | $4,082-55.4% | $5,609-67.6% |
| Admin fee / account holder | $500 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |