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 | $138,690 | $180,449-23.1% | $154,107-10.0% | $135,375+2.4% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -6.79% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,134 | $6,035-81.2% | $5,298-78.6% | $4,779-76.3% |
| Participant deferral / active EE | $4,902 | $5,806-15.6% | $5,081-3.5% | $5,609-12.6% |
| Admin fee / account holder | $491 | $16,143-97.0% | $13,411-96.3% | $10,827-95.5% |