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 | $24,378 | $76,000-67.9% | $154,107-84.2% | $64,186-62.0% |
| Participation rate | 58.4% | 70.4%-12.0pp | 83.0%-24.6pp | 69.6%-11.1pp |
| Annual return | 99.21% | 30.32%+68.9pp | 735.12%-635.9pp | 7.63%+91.6pp |
| Employer contribution / active EE | $31 | $3,351-99.1% | $5,298-99.4% | $2,381-98.7% |
| Participant deferral / active EE | $1,205 | $3,175-62.1% | $5,081-76.3% | $3,470-65.3% |
| Admin fee / account holder | $13,492 | $5,596+141.1% | $13,411+0.6% | $4,888+176.0% |