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 7-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 | $68,839 | $88,751-22.4% | $81,812-15.9% | $145,922-52.8% |
| Participation rate | 8.3% | 75.0%-66.7pp | 72.3%-64.0pp | 80.3%-71.9pp |
| Annual return | 13.89% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $177 | $3,083-94.3% | $2,912-93.9% | $4,660-96.2% |
| Participant deferral / active EE | $737 | $4,643-84.1% | $4,319-82.9% | $6,688-89.0% |
| Admin fee / account holder | $327 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |