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 | $40,852 | $82,664-50.6% | $125,339-67.4% | $68,494-40.4% |
| Participation rate | 63.4% | 75.0%-11.7pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $360 | $3,381-89.4% | $4,814-92.5% | $2,596-86.1% |
| Participant deferral / active EE | $2,947 | $6,110-51.8% | $7,446-60.4% | $4,027-26.8% |
| Admin fee / account holder | $468 | $6,275-92.5% | $10,010-95.3% | $5,403-91.3% |