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 | $51,241 | $127,386-59.8% | $115,037-55.5% | $125,391-59.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.29% | 31.28%-31.6pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $6 | $5,166-99.9% | $4,608-99.9% | $4,866-99.9% |
| Participant deferral / active EE | $5,382 | $6,423-16.2% | $6,026-10.7% | $5,352+0.6% |
| Admin fee / account holder | $12,971 | $9,516+36.3% | $8,175+58.7% | $9,540+36.0% |