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 | $16,470 | $90,600-81.8% | $79,464-79.3% | $135,375-87.8% |
| Participation rate | 29.2% | 76.0%-46.9pp | 73.3%-44.2pp | 82.6%-53.5pp |
| Annual return | -0.11% | 977.43%-977.5pp | 718.14%-718.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,158 | $4,050-71.4% | $3,704-68.7% | $5,609-79.4% |
| Admin fee / account holder | $30,622 | $5,907+418.4% | $5,113+498.9% | $10,827+182.8% |