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 6-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 | $45,994 | $154,117-70.2% | $129,995-64.6% | $139,434-67.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 21.82% | 32.48%-10.7pp | -137.18%+159.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,444 | $6,710-48.7% | $5,820-40.8% | $6,710-48.7% |
| Admin fee / account holder | $590 | $14,007-95.8% | $10,614-94.4% | $11,403-94.8% |