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 | $86,889 | $160,055-45.7% | $140,016-37.9% | $135,375-35.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -0.78% | 911.38%-912.2pp | 651.12%-651.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $976 | $6,420-84.8% | $5,606-82.6% | $4,779-79.6% |
| Participant deferral / active EE | $6,109 | $7,642-20.1% | $6,927-11.8% | $5,609+8.9% |
| Admin fee / account holder | $76,299 | $13,328+472.5% | $10,705+612.7% | $10,827+604.7% |