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 | $64,889 | $95,971-32.4% | $74,550-13.0% | $135,375-52.1% |
| Participation rate | 42.1% | 75.7%-33.5pp | 69.1%-27.0pp | 82.6%-40.5pp |
| Annual return | -7.69% | 56.96%-64.7pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $180 | $2,716-93.4% | $1,961-90.8% | $4,779-96.2% |
| Participant deferral / active EE | $1,535 | $3,843-60.1% | $3,108-50.6% | $5,609-72.6% |
| Admin fee / account holder | $1,491 | $6,522-77.1% | $5,060-70.5% | $10,827-86.2% |