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 | $51,184 | $75,828-32.5% | $147,614-65.3% | $59,632-14.2% |
| Participation rate | 45.1% | 71.6%-26.5pp | 84.6%-39.6pp | 68.7%-23.6pp |
| Annual return | -1.05% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,189 | $3,130+33.8% | $4,895-14.4% | $3,192+31.3% |
| Admin fee / account holder | $4,852 | $5,985-18.9% | $11,611-58.2% | $4,297+12.9% |