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 4-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 | $39,767 | $100,773-60.5% | $88,946-55.3% | $142,382-72.1% |
| Participation rate | 46.2% | 74.3%-28.1pp | 68.8%-22.7pp | 80.1%-34.0pp |
| Annual return | 16.41% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,102 | $5,230-78.9% | $4,581-75.9% | $6,507-83.1% |
| Admin fee / account holder | $1,511 | $9,693-84.4% | $8,261-81.7% | $12,624-88.0% |