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 | $173,393 | $99,640+74.0% | $86,436+100.6% | $134,475+28.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.31% | 6782.58%-6797.9pp | 4394.89%-4410.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $415 | $4,400-90.6% | $3,769-89.0% | $4,740-91.3% |
| Participant deferral / active EE | $13,500 | $7,246+86.3% | $6,952+94.2% | $6,400+110.9% |
| Admin fee / account holder | $2,257 | $8,371-73.0% | $6,731-66.5% | $11,426-80.2% |