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 | $47,096 | $160,055-70.6% | $140,016-66.4% | $135,375-65.2% |
| Participation rate | 52.2% | 88.5%-36.3pp | 87.5%-35.3pp | 82.6%-30.5pp |
| Annual return | -6.54% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,948 | $7,642-61.4% | $6,927-57.4% | $5,609-47.4% |
| Admin fee / account holder | $328 | $13,328-97.5% | $10,705-96.9% | $10,827-97.0% |