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 | $61,688 | $73,515-16.1% | $62,995-2.1% | $147,584-58.2% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.8%-21.9pp | 82.8%-29.9pp |
| Annual return | 19.79% | 175.43%-155.6pp | 87.57%-67.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,404 | $4,185+29.1% | $3,329+62.3% | $5,439-0.6% |
| Admin fee / account holder | $302 | $5,953-94.9% | $3,600-91.6% | $10,885-97.2% |