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 | $26,582 | $167,307-84.1% | $143,757-81.5% | $134,475-80.2% |
| Participation rate | 39.1% | 84.8%-45.7pp | 80.3%-41.2pp | 81.2%-42.1pp |
| Annual return | -8.77% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $198 | $5,619-96.5% | $4,951-96.0% | $4,740-95.8% |
| Participant deferral / active EE | $2,205 | $6,446-65.8% | $5,637-60.9% | $6,400-65.5% |
| Admin fee / account holder | $1,190 | $18,088-93.4% | $14,673-91.9% | $11,426-89.6% |