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 | $36,700 | $97,757-62.5% | $83,848-56.2% | $135,375-72.9% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -4.46% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $318 | $4,222-92.5% | $3,631-91.2% | $4,779-93.3% |
| Participant deferral / active EE | $1,541 | $4,682-67.1% | $4,082-62.2% | $5,609-72.5% |
| Admin fee / account holder | $1,802 | $6,674-73.0% | $5,478-67.1% | $10,827-83.4% |