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 | $61,829 | $92,222-33.0% | $76,768-19.5% | $135,375-54.3% |
| Participation rate | 68.8% | 79.8%-11.0pp | 77.0%-8.2pp | 82.6%-13.9pp |
| Annual return | -7.62% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $302 | $3,216-90.6% | $2,485-87.8% | $4,779-93.7% |
| Participant deferral / active EE | $2,041 | $4,509-54.7% | $3,852-47.0% | $5,609-63.6% |
| Admin fee / account holder | $3,093 | $10,748-71.2% | $6,675-53.7% | $10,827-71.4% |