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 | $120,468 | $190,805-36.9% | $159,960-24.7% | $134,475-10.4% |
| Participation rate | 42.9% | 81.9%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -10.27% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $418 | $4,995-91.6% | $4,226-90.1% | $4,740-91.2% |
| Participant deferral / active EE | $2,517 | $6,923-63.6% | $6,182-59.3% | $6,400-60.7% |
| Admin fee / account holder | $380 | $10,471-96.4% | $8,698-95.6% | $11,426-96.7% |