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 | $25,666 | $49,177-47.8% | $79,464-67.7% | $64,186-60.0% |
| Participation rate | 12.1% | 65.0%-52.9pp | 73.3%-61.2pp | 69.6%-57.4pp |
| Annual return | 7.64% | -1.16%+8.8pp | 718.14%-710.5pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,667 | $2,821-5.5% | $3,704-28.0% | $3,470-23.1% |
| Admin fee / account holder | $27,177 | $3,839+607.9% | $5,113+431.5% | $4,888+456.0% |