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 | $51,286 | $185,822-72.4% | $169,993-69.8% | $139,434-63.2% |
| Participation rate | 59.1% | 87.8%-28.7pp | 87.0%-27.9pp | 80.3%-21.2pp |
| Annual return | 1060.70% | 60.50%+1000.2pp | 53.37%+1007.3pp | 372.94%+687.8pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,189 | $11,622-46.7% | $10,408-40.5% | $6,710-7.8% |
| Admin fee / account holder | $660 | $15,381-95.7% | $12,815-94.9% | $11,403-94.2% |