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 | $39,267 | $43,327-9.4% | $59,878-34.4% | $64,186-38.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | -3.30% | -1.55%-1.7pp | 3.46%-6.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $302 | $2,028-85.1% | $2,722-88.9% | $2,381-87.3% |
| Participant deferral / active EE | $898 | $2,546-64.7% | $3,402-73.6% | $3,470-74.1% |
| Admin fee / account holder | $9,628 | $3,005+220.4% | $3,590+168.2% | $4,888+97.0% |