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 8-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 | $18,507 | $138,044-86.6% | $125,339-85.2% | $134,475-86.2% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -16.35% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $192 | $5,243-96.3% | $4,814-96.0% | $4,740-95.9% |
| Participant deferral / active EE | $2,979 | $7,799-61.8% | $7,446-60.0% | $6,400-53.4% |
| Admin fee / account holder | $3,638 | $11,571-68.6% | $10,010-63.6% | $11,426-68.2% |