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 | $27,835 | $167,484-83.4% | $151,611-81.6% | $134,475-79.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -8.96% | 7.80%-16.8pp | 3.33%-12.3pp | 417.96%-426.9pp |
| Employer contribution / active EE | $850 | $6,829-87.6% | $6,166-86.2% | $4,740-82.1% |
| Participant deferral / active EE | $4,600 | $8,986-48.8% | $8,363-45.0% | $6,400-28.1% |
| Admin fee / account holder | $3,620 | $13,783-73.7% | $11,616-68.8% | $11,426-68.3% |