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 | $47,785 | $82,664-42.2% | $125,339-61.9% | $68,494-30.2% |
| Participation rate | 51.4% | 75.0%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -5.98% | -5.97%0pp | 572.05%-578.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,744 | $6,110+43.1% | $7,446+17.4% | $4,027+117.1% |
| Admin fee / account holder | $5,980 | $6,275-4.7% | $10,010-40.3% | $5,403+10.7% |