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 | $9,014 | $88,751-89.8% | $81,812-89.0% | $145,922-93.8% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.3%-8.1pp | 80.3%-16.0pp |
| Annual return | 418.70% | 1025.40%-606.7pp | 773.79%-355.1pp | 561.29%-142.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,028 | $4,643-77.9% | $4,319-76.2% | $6,688-84.6% |
| Admin fee / account holder | $569 | $8,415-93.2% | $7,386-92.3% | $13,397-95.8% |