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 | $67,376 | $180,449-62.7% | $154,107-56.3% | $135,375-50.2% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -3.04% | 888.09%-891.1pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $926 | $6,035-84.7% | $5,298-82.5% | $4,779-80.6% |
| Participant deferral / active EE | $4,129 | $5,806-28.9% | $5,081-18.7% | $5,609-26.4% |
| Admin fee / account holder | $16,823 | $16,143+4.2% | $13,411+25.4% | $10,827+55.4% |