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 7-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 | $26,390 | $135,635-80.5% | $110,238-76.1% | $135,375-80.5% |
| Participation rate | 52.6% | 83.5%-30.8pp | 79.8%-27.2pp | 82.6%-30.0pp |
| Annual return | -2.86% | 513.19%-516.0pp | 314.74%-317.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $184 | $4,906-96.2% | $3,826-95.2% | $4,779-96.1% |
| Participant deferral / active EE | $2,990 | $5,506-45.7% | $4,672-36.0% | $5,609-46.7% |
| Admin fee / account holder | $22,117 | $11,457+93.0% | $8,547+158.8% | $10,827+104.3% |