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 | $66,136 | $52,519+25.9% | $155,790-57.5% | $59,632+10.9% |
| Participation rate | 69.2% | 61.7%+7.5pp | 76.1%-6.9pp | 68.7%+0.6pp |
| Annual return | -2.48% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,753 | $3,084-43.2% | $4,797-63.5% | $3,192-45.1% |
| Admin fee / account holder | $16,244 | $3,540+358.9% | $7,478+117.2% | $4,297+278.0% |