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 | $131,971 | $91,538+44.2% | $129,995+1.5% | $75,163+75.6% |
| Participation rate | 34.7% | 71.4%-36.7pp | 78.5%-43.8pp | 67.2%-32.5pp |
| Annual return | 15.35% | -631.11%+646.5pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,823 | $4,341-35.0% | $5,820-51.5% | $4,125-31.6% |
| Admin fee / account holder | $2,926 | $6,790-56.9% | $10,614-72.4% | $5,651-48.2% |