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 | $66,349 | $91,538-27.5% | $129,995-49.0% | $75,163-11.7% |
| Participation rate | 25.4% | 71.4%-46.0pp | 78.5%-53.1pp | 67.2%-41.8pp |
| Annual return | 17.50% | -631.11%+648.6pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,282 | $4,341-24.4% | $5,820-43.6% | $4,125-20.4% |
| Admin fee / account holder | $20,506 | $6,790+202.0% | $10,614+93.2% | $5,651+262.9% |