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 | $108,253 | $180,449-40.0% | $154,107-29.8% | $135,375-20.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -4.96% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,244 | $6,035-79.4% | $5,298-76.5% | $4,779-74.0% |
| Participant deferral / active EE | $3,156 | $5,806-45.7% | $5,081-37.9% | $5,609-43.7% |
| Admin fee / account holder | $3,836 | $16,143-76.2% | $13,411-71.4% | $10,827-64.6% |