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 | $42,553 | $90,600-53.0% | $79,464-46.5% | $135,375-68.6% |
| Participation rate | 43.5% | 76.0%-32.6pp | 73.3%-29.9pp | 82.6%-39.2pp |
| Annual return | -5.12% | 977.43%-982.5pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,405 | $4,050-40.6% | $3,704-35.1% | $5,609-57.1% |
| Admin fee / account holder | $4,640 | $5,907-21.5% | $5,113-9.3% | $10,827-57.1% |