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 | $118,779 | $138,044-14.0% | $125,339-5.2% | $134,475-11.7% |
| Participation rate | 52.6% | 84.5%-31.9pp | 82.4%-29.7pp | 81.2%-28.6pp |
| Annual return | -14.23% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,266 | $7,799-58.1% | $7,446-56.1% | $6,400-49.0% |
| Admin fee / account holder | $31,466 | $11,571+171.9% | $10,010+214.4% | $11,426+175.4% |