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 | $18,918 | $76,000-75.1% | $154,107-87.7% | $64,186-70.5% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -5.13% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $217 | $3,351-93.5% | $5,298-95.9% | $2,381-90.9% |
| Participant deferral / active EE | $1,137 | $3,175-64.2% | $5,081-77.6% | $3,470-67.2% |
| Admin fee / account holder | $3,527 | $5,596-37.0% | $13,411-73.7% | $4,888-27.9% |