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 | $12,504 | $108,919-88.5% | $100,391-87.5% | $145,922-91.4% |
| Participation rate | 0.0% | 82.9%-82.9pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 14.16% | 57.88%-43.7pp | 49.20%-35.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,823 | $8,445-7.4% | $8,082-3.2% | $6,688+17.0% |
| Admin fee / account holder | $907 | $9,689-90.6% | $7,899-88.5% | $13,397-93.2% |