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 | $245,867 | $81,625+201.2% | $58,482+320.4% | $139,434+76.3% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 17.25% | 7404.20%-7386.9pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,750 | $2,557+46.7% | $1,924+94.9% | $6,710-44.1% |
| Admin fee / account holder | $2,039 | $3,265-37.6% | $2,516-19.0% | $11,403-82.1% |