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 | $50,867 | $95,971-47.0% | $74,550-31.8% | $135,375-62.4% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | -6.30% | 56.96%-63.3pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $135 | $2,716-95.0% | $1,961-93.1% | $4,779-97.2% |
| Participant deferral / active EE | $1,831 | $3,843-52.4% | $3,108-41.1% | $5,609-67.4% |
| Admin fee / account holder | $12,322 | $6,522+88.9% | $5,060+143.5% | $10,827+13.8% |