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 5-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 | $71,129 | $169,032-57.9% | $129,207-44.9% | $145,922-51.3% |
| Participation rate | 7.7% | 76.4%-68.8pp | 69.6%-61.9pp | 80.3%-72.6pp |
| Annual return | 21.83% | 14330.11%-14308.3pp | 9417.33%-9395.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,308 | $4,987-53.7% | $4,168-44.6% | $6,688-65.5% |
| Admin fee / account holder | $343 | $9,954-96.6% | $7,715-95.6% | $13,397-97.4% |