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 | $43,313 | $92,222-53.0% | $76,768-43.6% | $135,375-68.0% |
| Participation rate | 47.6% | 79.8%-32.1pp | 77.0%-29.3pp | 82.6%-35.0pp |
| Annual return | -6.15% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $333 | $3,216-89.6% | $2,485-86.6% | $4,779-93.0% |
| Participant deferral / active EE | $1,588 | $4,509-64.8% | $3,852-58.8% | $5,609-71.7% |
| Admin fee / account holder | $8,027 | $10,748-25.3% | $6,675+20.3% | $10,827-25.9% |