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 | $33,265 | $180,449-81.6% | $154,107-78.4% | $135,375-75.4% |
| Participation rate | 34.8% | 87.4%-52.6pp | 83.0%-48.3pp | 82.6%-47.9pp |
| Annual return | -3.58% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $545 | $6,035-91.0% | $5,298-89.7% | $4,779-88.6% |
| Participant deferral / active EE | $2,452 | $5,806-57.8% | $5,081-51.7% | $5,609-56.3% |
| Admin fee / account holder | $32,835 | $16,143+103.4% | $13,411+144.8% | $10,827+203.3% |