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 5-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 | $16,636 | $34,934-52.4% | $56,411-70.5% | $74,495-77.7% |
| Participation rate | 34.8% | 32.8%+2.0pp | 52.5%-17.7pp | 67.2%-32.4pp |
| Annual return | 58.84% | 25.94%+32.9pp | 1701.33%-1642.5pp | 1364.94%-1306.1pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,281 | $1,170+94.9% | $1,952+16.9% | $4,346-47.5% |
| Admin fee / account holder | $1,077 | $2,364-54.4% | $2,829-61.9% | $1,942-44.5% |