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 | $114,791 | $58,577+96.0% | $83,333+37.7% | $64,186+78.8% |
| Participation rate | 41.9% | 72.0%-30.1pp | 77.8%-35.8pp | 69.6%-27.6pp |
| Annual return | -6.10% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2 | $2,098-99.9% | $3,379-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $3,779 | $4,654-18.8% | $5,565-32.1% | $3,470+8.9% |
| Admin fee / account holder | $1,959 | $9,275-78.9% | $7,510-73.9% | $4,888-59.9% |