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 | $18,587 | $82,664-77.5% | $125,339-85.2% | $68,494-72.9% |
| Participation rate | 57.6% | 75.0%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | 92.20% | -5.97%+98.2pp | 572.05%-479.8pp | -7.84%+100.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,771 | $6,110-5.6% | $7,446-22.5% | $4,027+43.3% |
| Admin fee / account holder | $530 | $6,275-91.6% | $10,010-94.7% | $5,403-90.2% |