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 | $98,706 | $142,344-30.7% | $119,609-17.5% | $134,475-26.6% |
| Participation rate | 43.5% | 82.8%-39.3pp | 79.3%-35.8pp | 81.2%-37.7pp |
| Annual return | -13.52% | -12.44%-1.1pp | -14.97%+1.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,745 | $6,469-11.2% | $5,602+2.6% | $6,400-10.2% |
| Admin fee / account holder | $5,253 | $13,584-61.3% | $10,323-49.1% | $11,426-54.0% |