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 | $71,737 | $167,307-57.1% | $143,757-50.1% | $134,475-46.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -12.14% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $739 | $5,619-86.9% | $4,951-85.1% | $4,740-84.4% |
| Participant deferral / active EE | $5,726 | $6,446-11.2% | $5,637+1.6% | $6,400-10.5% |
| Admin fee / account holder | $1,001 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |