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 | $79,008 | $88,751-11.0% | $81,812-3.4% | $145,922-45.9% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.3%-3.9pp | 80.3%-11.9pp |
| Annual return | 16.98% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,854 | $4,643-17.0% | $4,319-10.8% | $6,688-42.4% |
| Admin fee / account holder | $2,628 | $8,415-68.8% | $7,386-64.4% | $13,397-80.4% |