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 | $58,778 | $138,065-57.4% | $123,544-52.4% | $135,375-56.6% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -8.41% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $817 | $5,151-84.1% | $4,628-82.3% | $4,779-82.9% |
| Participant deferral / active EE | $3,288 | $6,799-51.6% | $6,426-48.8% | $5,609-41.4% |
| Admin fee / account holder | $444 | $10,916-95.9% | $9,284-95.2% | $10,827-95.9% |