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 | $72,094 | $137,414-47.5% | $189,513-62.0% | $85,850-16.0% |
| Participation rate | 65.0% | 84.6%-19.6pp | 87.8%-22.8pp | 69.3%-4.3pp |
| Annual return | 14.22% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,906 | $6,260+26.3% | $8,221-3.8% | $3,952+100.1% |
| Admin fee / account holder | $3,903 | $8,630-54.8% | $12,045-67.6% | $6,260-37.6% |