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 7-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 | $23,830 | $88,751-73.1% | $81,812-70.9% | $145,922-83.7% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 27.73% | 1025.40%-997.7pp | 773.79%-746.1pp | 561.29%-533.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,015 | $4,643-56.6% | $4,319-53.3% | $6,688-69.9% |
| Admin fee / account holder | $1,801 | $8,415-78.6% | $7,386-75.6% | $13,397-86.6% |