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 | $30,101 | $152,509-80.3% | $117,472-74.4% | $134,475-77.6% |
| Participation rate | 38.1% | 77.1%-39.0pp | 70.6%-32.5pp | 81.2%-43.1pp |
| Annual return | -14.32% | 52.99%-67.3pp | 29.74%-44.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,606 | $4,818-66.7% | $4,070-60.5% | $6,400-74.9% |
| Admin fee / account holder | $547 | $7,004-92.2% | $5,645-90.3% | $11,426-95.2% |