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 | $79,851 | $45,566+75.2% | $64,105+24.6% | $59,632+33.9% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | -1.68% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,365 | $2,057-33.6% | $2,822-51.6% | $3,192-57.2% |
| Admin fee / account holder | $1,041 | $3,268-68.2% | $4,499-76.9% | $4,297-75.8% |