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 3-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 | $62,090 | $102,317-39.3% | $146,958-57.8% | $80,856-23.2% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.2%-22.8pp | 67.6%-8.3pp |
| Annual return | 174.60% | 134.76%+39.8pp | 418.34%-243.7pp | 35.59%+139.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,596 | $6,644-0.7% | $8,070-18.3% | $4,296+53.6% |
| Admin fee / account holder | $1,456 | $7,941-81.7% | $12,998-88.8% | $6,918-79.0% |