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 | $40,457 | $211,958-80.9% | $169,463-76.1% | $135,375-70.1% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -5.99% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,207 | $6,075-30.8% | $5,277-20.3% | $5,609-25.0% |
| Admin fee / account holder | $7,994 | $11,471-30.3% | $9,109-12.2% | $10,827-26.2% |