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 | $66,231 | $69,763-5.1% | $67,502-1.9% | $74,495-11.1% |
| Participation rate | 40.0% | 71.4%-31.4pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 12.81% | -40.34%+53.2pp | 3512.12%-3499.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,507 | $3,636-58.5% | $4,000-62.3% | $4,346-65.3% |
| Admin fee / account holder | $4,170 | $896+365.5% | $3,998+4.3% | $1,942+114.8% |