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 | $32,206 | $140,578-77.1% | $100,671-68.0% | $125,391-74.3% |
| Participation rate | 36.4% | 80.4%-44.0pp | 70.7%-34.4pp | 83.2%-46.8pp |
| Annual return | -0.37% | 24.67%-25.0pp | 20.43%-20.8pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,118 | $3,981-71.9% | $3,144-64.4% | $5,352-79.1% |
| Admin fee / account holder | $14,250 | $6,716+112.2% | $4,850+193.8% | $9,540+49.4% |