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 | $27,017 | $49,177-45.1% | $79,464-66.0% | $64,186-57.9% |
| Participation rate | 51.7% | 65.0%-13.3pp | 73.3%-21.6pp | 69.6%-17.8pp |
| Annual return | -5.67% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $172 | $2,076-91.7% | $2,800-93.8% | $2,381-92.8% |
| Participant deferral / active EE | $2,888 | $2,821+2.4% | $3,704-22.0% | $3,470-16.8% |
| Admin fee / account holder | $3,830 | $3,839-0.2% | $5,113-25.1% | $4,888-21.6% |