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 6-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 | $14,185 | $57,281-75.2% | $86,612-83.6% | $75,163-81.1% |
| Participation rate | 23.9% | 63.2%-39.3pp | 71.7%-47.8pp | 67.2%-43.2pp |
| Annual return | 22.44% | 2670.75%-2648.3pp | 591.07%-568.6pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,222 | $3,318-63.2% | $4,438-72.5% | $4,125-70.4% |
| Admin fee / account holder | $1,429 | $4,112-65.2% | $5,614-74.5% | $5,651-74.7% |