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 8-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 | $10,904 | $152,509-92.9% | $117,472-90.7% | $134,475-91.9% |
| Participation rate | 34.8% | 77.1%-42.3pp | 70.6%-35.8pp | 81.2%-46.4pp |
| Annual return | -18.17% | 52.99%-71.2pp | 29.74%-47.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,303 | $4,818-52.2% | $4,070-43.4% | $6,400-64.0% |
| Admin fee / account holder | $2,786 | $7,004-60.2% | $5,645-50.6% | $11,426-75.6% |