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 | $167,034 | $99,640+67.6% | $86,436+93.2% | $134,475+24.2% |
| Participation rate | 44.4% | 82.0%-37.6pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -17.96% | 6782.58%-6800.5pp | 4394.89%-4412.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,382 | $7,246-53.3% | $6,952-51.3% | $6,400-47.2% |
| Admin fee / account holder | $4,187 | $8,371-50.0% | $6,731-37.8% | $11,426-63.4% |