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 | $36,442 | $75,828-51.9% | $147,614-75.3% | $59,632-38.9% |
| Participation rate | 68.5% | 71.6%-3.0pp | 84.6%-16.1pp | 68.7%-0.2pp |
| Annual return | -1.01% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,014 | $3,130-3.7% | $4,895-38.4% | $3,192-5.6% |
| Admin fee / account holder | $1,082 | $5,985-81.9% | $11,611-90.7% | $4,297-74.8% |