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 | $47,666 | $95,971-50.3% | $74,550-36.1% | $135,375-64.8% |
| Participation rate | 52.6% | 75.7%-23.0pp | 69.1%-16.5pp | 82.6%-30.0pp |
| Annual return | -1.40% | 56.96%-58.4pp | 32.53%-33.9pp | 519.73%-521.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,881 | $3,843+79.0% | $3,108+121.4% | $5,609+22.7% |
| Admin fee / account holder | $8,609 | $6,522+32.0% | $5,060+70.2% | $10,827-20.5% |