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 | $139,903 | $52,406+167.0% | $129,207+8.3% | $74,495+87.8% |
| Participation rate | 34.0% | 53.8%-19.8pp | 69.6%-35.7pp | 67.2%-33.2pp |
| Annual return | 11.83% | 15.66%-3.8pp | 9417.33%-9405.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,891 | $2,794+39.2% | $4,168-6.6% | $4,346-10.5% |
| Admin fee / account holder | $1,002 | $2,633-61.9% | $7,715-87.0% | $1,942-48.4% |