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 | $50,119 | $56,199-10.8% | $67,652-25.9% | $59,632-16.0% |
| Participation rate | 58.2% | 71.5%-13.2pp | 75.7%-17.4pp | 68.7%-10.4pp |
| Annual return | -1.66% | 18505.31%-18507.0pp | 6625.04%-6626.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,748 | $2,844-38.5% | $3,560-50.9% | $3,192-45.2% |
| Admin fee / account holder | $2,075 | $3,958-47.6% | $4,821-57.0% | $4,297-51.7% |