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 | $88,344 | $180,449-51.0% | $154,107-42.7% | $135,375-34.7% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -5.59% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,231 | $6,035-79.6% | $5,298-76.8% | $4,779-74.2% |
| Participant deferral / active EE | $2,664 | $5,806-54.1% | $5,081-47.6% | $5,609-52.5% |
| Admin fee / account holder | $3,237 | $16,143-79.9% | $13,411-75.9% | $10,827-70.1% |