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 | $132,272 | $56,199+135.4% | $67,652+95.5% | $59,632+121.8% |
| Participation rate | 58.3% | 71.5%-13.1pp | 75.7%-17.3pp | 68.7%-10.3pp |
| Annual return | -0.45% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3 | $1,614-99.8% | $2,266-99.8% | $2,203-99.8% |
| Participant deferral / active EE | $6,510 | $2,844+128.9% | $3,560+82.9% | $3,192+104.0% |
| Admin fee / account holder | $1,351 | $3,958-65.9% | $4,821-72.0% | $4,297-68.5% |