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 | $37,625 | $152,509-75.3% | $117,472-68.0% | $134,475-72.0% |
| Participation rate | 12.5% | 77.1%-64.6pp | 70.6%-58.1pp | 81.2%-68.7pp |
| Annual return | -16.16% | 52.99%-69.1pp | 29.74%-45.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $281 | $4,818-94.2% | $4,070-93.1% | $6,400-95.6% |
| Admin fee / account holder | $563 | $7,004-92.0% | $5,645-90.0% | $11,426-95.1% |