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 | $44,334 | $75,828-41.5% | $147,614-70.0% | $59,632-25.7% |
| Participation rate | 41.0% | 71.6%-30.6pp | 84.6%-43.7pp | 68.7%-27.7pp |
| Annual return | -2.26% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $315 | $3,485-91.0% | $5,564-94.3% | $2,203-85.7% |
| Participant deferral / active EE | $2,276 | $3,130-27.3% | $4,895-53.5% | $3,192-28.7% |
| Admin fee / account holder | $4,622 | $5,985-22.8% | $11,611-60.2% | $4,297+7.6% |