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 | $66,388 | $56,199+18.1% | $67,652-1.9% | $59,632+11.3% |
| Participation rate | 44.4% | 71.5%-27.0pp | 75.7%-31.2pp | 68.7%-24.2pp |
| Annual return | 0.47% | 18505.31%-18504.8pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $306 | $1,614-81.1% | $2,266-86.5% | $2,203-86.1% |
| Participant deferral / active EE | $1,258 | $2,844-55.8% | $3,560-64.7% | $3,192-60.6% |
| Admin fee / account holder | $1,117 | $3,958-71.8% | $4,821-76.8% | $4,297-74.0% |