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 | $32,188 | $69,763-53.9% | $67,502-52.3% | $74,495-56.8% |
| Participation rate | 37.3% | 71.4%-34.0pp | 72.9%-35.5pp | 67.2%-29.9pp |
| Annual return | 25.40% | -40.34%+65.7pp | 3512.12%-3486.7pp | 1364.94%-1339.5pp |
| Employer contribution / active EE | $483 | $2,704-82.1% | $2,731-82.3% | $2,623-81.6% |
| Participant deferral / active EE | $1,831 | $3,636-49.7% | $4,000-54.2% | $4,346-57.9% |
| Admin fee / account holder | $3,394 | $896+278.8% | $3,998-15.1% | $1,942+74.8% |