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 | $98,219 | $133,958-26.7% | $112,228-12.5% | $134,475-27.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.65% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $180 | $4,038-95.5% | $3,635-95.0% | $4,740-96.2% |
| Participant deferral / active EE | $1,841 | $5,291-65.2% | $4,728-61.1% | $6,400-71.2% |
| Admin fee / account holder | $2,162 | $7,489-71.1% | $6,410-66.3% | $11,426-81.1% |