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 | $33,180 | $87,705-62.2% | $63,517-47.8% | $125,391-73.5% |
| Participation rate | 62.5% | 77.0%-14.5pp | 71.0%-8.5pp | 83.2%-20.7pp |
| Annual return | -0.33% | 21.70%-22.0pp | -70.30%+70.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,907 | $3,939-26.2% | $2,953-1.6% | $5,352-45.7% |
| Admin fee / account holder | $18,243 | $11,948+52.7% | $5,892+209.6% | $9,540+91.2% |