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 | $57,283 | $97,757-41.4% | $83,848-31.7% | $135,375-57.7% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -1.78% | 1287.37%-1289.1pp | 850.88%-852.7pp | 519.73%-521.5pp |
| Employer contribution / active EE | $110 | $4,222-97.4% | $3,631-97.0% | $4,779-97.7% |
| Participant deferral / active EE | $2,697 | $4,682-42.4% | $4,082-33.9% | $5,609-51.9% |
| Admin fee / account holder | $108,924 | $6,674+1532.1% | $5,478+1888.3% | $10,827+906.0% |