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 | $61,334 | $70,756-13.3% | $65,493-6.4% | $142,382-56.9% |
| Participation rate | 9.1% | 77.4%-68.3pp | 73.1%-64.0pp | 80.1%-71.0pp |
| Annual return | 15.57% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $207 | $2,881-92.8% | $2,574-92.0% | $4,299-95.2% |
| Participant deferral / active EE | $930 | $4,637-79.9% | $3,961-76.5% | $6,507-85.7% |
| Admin fee / account holder | $31,098 | $6,559+374.1% | $5,028+518.5% | $12,624+146.3% |