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 10-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 | $60,776 | $70,587-13.9% | $124,672-51.3% | $85,850-29.2% |
| Participation rate | 17.9% | 64.4%-46.6pp | 74.6%-56.8pp | 69.3%-51.5pp |
| Annual return | 15.50% | 20688.83%-20673.3pp | 5142.93%-5127.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,262 | $2,969-57.5% | $4,614-72.7% | $3,952-68.1% |
| Admin fee / account holder | $3,556 | $5,282-32.7% | $7,493-52.5% | $6,260-43.2% |