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 | $82,787 | $131,829-37.2% | $108,579-23.8% | $273,961-69.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 7.42% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $670 | $10,252-93.5% | $7,645-91.2% | $10,132-93.4% |