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 | $118,632 | $180,449-34.3% | $154,107-23.0% | $135,375-12.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.96% | 888.09%-893.0pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $371 | $6,035-93.8% | $5,298-93.0% | $4,779-92.2% |
| Participant deferral / active EE | $5,271 | $5,806-9.2% | $5,081+3.8% | $5,609-6.0% |
| Admin fee / account holder | $4,037 | $16,143-75.0% | $13,411-69.9% | $10,827-62.7% |