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 | $58,033 | $88,594-34.5% | $70,092-17.2% | $134,475-56.8% |
| Participation rate | 42.9% | 74.9%-32.1pp | 70.5%-27.6pp | 81.2%-38.4pp |
| Annual return | -17.27% | 442.67%-459.9pp | 190.73%-208.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,407 | $4,772-70.5% | $3,849-63.4% | $6,400-78.0% |
| Admin fee / account holder | $362 | $10,441-96.5% | $6,267-94.2% | $11,426-96.8% |