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 3-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 | $43,188 | $61,272-29.5% | $149,673-71.1% | $71,457-39.6% |
| Participation rate | 10.5% | 62.5%-52.0pp | 78.8%-68.3pp | 67.9%-57.4pp |
| Annual return | 0.00% | 35.85%-35.8pp | 134.42%-134.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $57 | $2,378-97.6% | $4,818-98.8% | $2,588-97.8% |
| Participant deferral / active EE | $1,099 | $2,917-62.3% | $5,680-80.7% | $4,289-74.4% |
| Admin fee / account holder | $10,433 | $1,261+727.2% | $13,210-21.0% | $1,587+557.3% |