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 | $29,896 | $99,032-69.8% | $80,019-62.6% | $135,375-77.9% |
| Participation rate | 37.5% | 78.4%-40.9pp | 75.8%-38.3pp | 82.6%-45.1pp |
| Annual return | -0.20% | 15.39%-15.6pp | 11.22%-11.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $345 | $3,043-88.7% | $2,468-86.0% | $4,779-92.8% |
| Participant deferral / active EE | $3,447 | $4,282-19.5% | $3,686-6.5% | $5,609-38.5% |
| Admin fee / account holder | $304 | $10,436-97.1% | $6,521-95.3% | $10,827-97.2% |