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 | $25,490 | $44,850-43.2% | $60,547-57.9% | $59,632-57.3% |
| Participation rate | 63.0% | 59.5%+3.5pp | 68.0%-5.0pp | 68.7%-5.7pp |
| Annual return | -0.61% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $96 | $1,462-93.4% | $2,419-96.0% | $2,203-95.6% |
| Participant deferral / active EE | $1,397 | $2,230-37.4% | $3,328-58.0% | $3,192-56.2% |
| Admin fee / account holder | $6,379 | $3,635+75.5% | $4,536+40.6% | $4,297+48.5% |