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 | $33,164 | $82,664-59.9% | $125,339-73.5% | $68,494-51.6% |
| Participation rate | 39.0% | 75.0%-36.0pp | 82.4%-43.3pp | 67.9%-28.9pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $646 | $3,381-80.9% | $4,814-86.6% | $2,596-75.1% |
| Participant deferral / active EE | $3,028 | $6,110-50.4% | $7,446-59.3% | $4,027-24.8% |
| Admin fee / account holder | $8,320 | $6,275+32.6% | $10,010-16.9% | $5,403+54.0% |