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 | $104,149 | $160,055-34.9% | $140,016-25.6% | $135,375-23.1% |
| Participation rate | 42.1% | 88.5%-46.4pp | 87.5%-45.4pp | 82.6%-40.5pp |
| Annual return | -7.99% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,317 | $6,420-79.5% | $5,606-76.5% | $4,779-72.4% |
| Participant deferral / active EE | $3,352 | $7,642-56.1% | $6,927-51.6% | $5,609-40.2% |
| Admin fee / account holder | $3,560 | $13,328-73.3% | $10,705-66.7% | $10,827-67.1% |