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 8-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 | $61,523 | $209,832-70.7% | $189,513-67.5% | $167,490-63.3% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 73.82% | 748.27%-674.4pp | 555.15%-481.3pp | 478.56%-404.7pp |
| Employer contribution / active EE | $958 | $6,914-86.1% | $6,162-84.5% | $4,837-80.2% |
| Participant deferral / active EE | $4,600 | $8,935-48.5% | $8,221-44.0% | $6,341-27.5% |
| Admin fee / account holder | $309 | $14,293-97.8% | $12,045-97.4% | $12,309-97.5% |