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 | $90,936 | $160,055-43.2% | $140,016-35.1% | $135,375-32.8% |
| Participation rate | 47.1% | 88.5%-41.5pp | 87.5%-40.4pp | 82.6%-35.6pp |
| Annual return | -6.49% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $768 | $6,420-88.0% | $5,606-86.3% | $4,779-83.9% |
| Participant deferral / active EE | $4,250 | $7,642-44.4% | $6,927-38.6% | $5,609-24.2% |
| Admin fee / account holder | $26,776 | $13,328+100.9% | $10,705+150.1% | $10,827+147.3% |