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 | $51,389 | $60,124-14.5% | $90,404-43.2% | $79,858-35.6% |
| Participation rate | 34.9% | 65.0%-30.1pp | 72.7%-37.8pp | 69.6%-34.7pp |
| Annual return | 27.59% | 71.94%-44.4pp | 1293.02%-1265.4pp | 31.71%-4.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $811 | $2,938-72.4% | $3,963-79.5% | $3,740-78.3% |
| Admin fee / account holder | $4,970 | $3,976+25.0% | $5,611-11.4% | $5,306-6.3% |