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 | $103,527 | $44,850+130.8% | $60,547+71.0% | $59,632+73.6% |
| Participation rate | 69.0% | 59.5%+9.6pp | 68.0%+1.1pp | 68.7%+0.4pp |
| Annual return | -0.64% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,396 | $2,230+97.2% | $3,328+32.1% | $3,192+37.7% |
| Admin fee / account holder | $26,160 | $3,635+619.6% | $4,536+476.7% | $4,297+508.8% |