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 | $123,411 | $180,449-31.6% | $154,107-19.9% | $135,375-8.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.67% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,040 | $6,035-82.8% | $5,298-80.4% | $4,779-78.2% |
| Participant deferral / active EE | $2,066 | $5,806-64.4% | $5,081-59.3% | $5,609-63.2% |
| Admin fee / account holder | $15,623 | $16,143-3.2% | $13,411+16.5% | $10,827+44.3% |