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 | $169,577 | $211,958-20.0% | $169,463+0.1% | $135,375+25.3% |
| Participation rate | 59.1% | 82.6%-23.5pp | 77.8%-18.7pp | 82.6%-23.5pp |
| Annual return | -5.24% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,283 | $6,075+19.9% | $5,277+38.0% | $5,609+29.9% |
| Admin fee / account holder | $29,190 | $11,471+154.5% | $9,109+220.4% | $10,827+169.6% |