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 | $165,988 | $127,386+30.3% | $115,037+44.3% | $125,391+32.4% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -0.26% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,879 | $6,423+53.8% | $6,026+63.9% | $5,352+84.6% |
| Admin fee / account holder | $2,558 | $9,516-73.1% | $8,175-68.7% | $9,540-73.2% |