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 9-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 | $105,983 | $76,738+38.1% | $56,411+87.9% | $145,922-27.4% |
| Participation rate | 38.9% | 63.2%-24.3pp | 52.5%-13.6pp | 80.3%-41.4pp |
| Annual return | 24.51% | 2994.23%-2969.7pp | 1701.33%-1676.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,755 | $2,623+43.2% | $1,952+92.4% | $6,688-43.9% |
| Admin fee / account holder | $56,487 | $3,334+1594.4% | $2,829+1896.9% | $13,397+321.6% |