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 | $117,985 | $138,065-14.5% | $123,544-4.5% | $135,375-12.8% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -7.23% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $663 | $5,151-87.1% | $4,628-85.7% | $4,779-86.1% |
| Participant deferral / active EE | $7,559 | $6,799+11.2% | $6,426+17.6% | $5,609+34.8% |
| Admin fee / account holder | $1,372 | $10,916-87.4% | $9,284-85.2% | $10,827-87.3% |