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 | $68,325 | $54,350+25.7% | $82,719-17.4% | $68,494-0.2% |
| Participation rate | 58.2% | 63.9%-5.7pp | 72.6%-14.3pp | 67.9%-9.7pp |
| Annual return | -14.71% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,435 | $3,246+36.6% | $4,395+0.9% | $4,027+10.1% |
| Admin fee / account holder | $1,185 | $4,395-73.1% | $5,329-77.8% | $5,403-78.1% |