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 | $123,744 | $76,000+62.8% | $154,107-19.7% | $64,186+92.8% |
| Participation rate | 69.4% | 70.4%-1.0pp | 83.0%-13.6pp | 69.6%-0.1pp |
| Annual return | -1.91% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,276 | $3,175+34.7% | $5,081-15.8% | $3,470+23.3% |
| Admin fee / account holder | $21,240 | $5,596+279.5% | $13,411+58.4% | $4,888+334.5% |