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 | $67,634 | $76,000-11.0% | $154,107-56.1% | $64,186+5.4% |
| Participation rate | 42.3% | 70.4%-28.1pp | 83.0%-40.7pp | 69.6%-27.3pp |
| Annual return | -7.97% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,225 | $3,175+190.6% | $5,081+81.6% | $3,470+165.9% |
| Admin fee / account holder | $9,578 | $5,596+71.1% | $13,411-28.6% | $4,888+95.9% |