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 | $61,954 | $91,538-32.3% | $129,995-52.3% | $75,163-17.6% |
| Participation rate | 28.8% | 71.4%-42.6pp | 78.5%-49.6pp | 67.2%-38.3pp |
| Annual return | 14.27% | -631.11%+645.4pp | -137.18%+151.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,037 | $4,341-53.1% | $5,820-65.0% | $4,125-50.6% |
| Admin fee / account holder | $9,145 | $6,790+34.7% | $10,614-13.8% | $5,651+61.8% |