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 | $111,640 | $142,344-21.6% | $119,609-6.7% | $134,475-17.0% |
| Participation rate | 43.8% | 82.8%-39.1pp | 79.3%-35.5pp | 81.2%-37.5pp |
| Annual return | -16.83% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $480 | $5,222-90.8% | $4,232-88.7% | $4,740-89.9% |
| Participant deferral / active EE | $2,236 | $6,469-65.4% | $5,602-60.1% | $6,400-65.1% |
| Admin fee / account holder | $1,811 | $13,584-86.7% | $10,323-82.5% | $11,426-84.1% |