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 | $70,007 | $124,185-43.6% | $108,410-35.4% | $167,490-58.2% |
| Participation rate | 52.2% | 82.3%-30.1pp | 80.1%-28.0pp | 82.1%-29.9pp |
| Annual return | 13.41% | 1379.64%-1366.2pp | 905.27%-891.9pp | 478.56%-465.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,529 | $6,908-34.4% | $6,563-31.0% | $6,341-28.6% |
| Admin fee / account holder | $6,966 | $9,455-26.3% | $7,295-4.5% | $12,309-43.4% |