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 | $37,995 | $180,449-78.9% | $154,107-75.3% | $135,375-71.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -0.96% | 888.09%-889.0pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,179 | $6,035-80.5% | $5,298-77.7% | $4,779-75.3% |
| Participant deferral / active EE | $3,476 | $5,806-40.1% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $58,695 | $16,143+263.6% | $13,411+337.7% | $10,827+442.1% |