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 8-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 | $35,125 | $114,047-69.2% | $96,139-63.5% | $167,490-79.0% |
| Participation rate | 53.3% | 75.1%-21.7pp | 68.4%-15.1pp | 82.1%-28.8pp |
| Annual return | 22.69% | 189.88%-167.2pp | 191.94%-169.3pp | 478.56%-455.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,056 | $5,194+35.9% | $4,349+62.3% | $6,341+11.3% |
| Admin fee / account holder | $8,690 | $6,897+26.0% | $5,537+56.9% | $12,309-29.4% |