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 | $19,586 | $29,660-34.0% | $56,411-65.3% | $80,856-75.8% |
| Participation rate | 7.1% | 41.6%-34.5pp | 52.5%-45.3pp | 67.6%-60.5pp |
| Annual return | 23.33% | 35.23%-11.9pp | 1701.33%-1678.0pp | 35.59%-12.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $599 | $1,226-51.1% | $1,952-69.3% | $4,296-86.1% |
| Admin fee / account holder | $10,885 | $2,428+348.4% | $2,829+284.8% | $6,918+57.3% |