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 | $166,766 | $211,958-21.3% | $169,463-1.6% | $135,375+23.2% |
| Participation rate | 53.3% | 82.6%-29.3pp | 77.8%-24.4pp | 82.6%-29.3pp |
| Annual return | -6.62% | 3.26%-9.9pp | 1.83%-8.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,628 | $6,075+9.1% | $5,277+25.6% | $5,609+18.2% |
| Admin fee / account holder | $689 | $11,471-94.0% | $9,109-92.4% | $10,827-93.6% |