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 6-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 | $221,487 | $123,909+78.7% | $69,647+218.0% | $145,922+51.8% |
| Participation rate | 4.5% | 69.2%-64.7pp | 66.5%-61.9pp | 80.3%-75.7pp |
| Annual return | 14.48% | 190.55%-176.1pp | 100.48%-86.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $225 | $2,682-91.6% | $1,712-86.9% | $4,660-95.2% |
| Participant deferral / active EE | $816 | $4,236-80.7% | $2,886-71.7% | $6,688-87.8% |
| Admin fee / account holder | $1,331 | $7,863-83.1% | $4,713-71.8% | $13,397-90.1% |