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 | $99,595 | $138,044-27.9% | $125,339-20.5% | $134,475-25.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -19.27% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $764 | $5,243-85.4% | $4,814-84.1% | $4,740-83.9% |
| Participant deferral / active EE | $2,860 | $7,799-63.3% | $7,446-61.6% | $6,400-55.3% |
| Admin fee / account holder | $5,179 | $11,571-55.2% | $10,010-48.3% | $11,426-54.7% |