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 | $43,227 | $87,705-50.7% | $63,517-31.9% | $125,391-65.5% |
| Participation rate | 45.0% | 77.0%-32.0pp | 71.0%-26.0pp | 83.2%-38.2pp |
| Annual return | -1.95% | 21.70%-23.6pp | -70.30%+68.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $146 | $3,601-95.9% | $2,322-93.7% | $4,866-97.0% |
| Participant deferral / active EE | $846 | $3,939-78.5% | $2,953-71.3% | $5,352-84.2% |
| Admin fee / account holder | $5,017 | $11,948-58.0% | $5,892-14.9% | $9,540-47.4% |