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 | $153,354 | $97,757+56.9% | $83,848+82.9% | $135,375+13.3% |
| Participation rate | 6.7% | 80.0%-73.3pp | 76.1%-69.5pp | 82.6%-76.0pp |
| Annual return | -6.43% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $409 | $4,222-90.3% | $3,631-88.7% | $4,779-91.4% |
| Participant deferral / active EE | $1,200 | $4,682-74.4% | $4,082-70.6% | $5,609-78.6% |
| Admin fee / account holder | $684 | $6,674-89.8% | $5,478-87.5% | $10,827-93.7% |