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 | $118,801 | $158,817-25.2% | $121,196-2.0% | $135,375-12.2% |
| Participation rate | 38.5% | 79.3%-40.8pp | 71.7%-33.3pp | 82.6%-44.2pp |
| Annual return | 0.94% | -0.64%+1.6pp | 16.93%-16.0pp | 519.73%-518.8pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,076 | $4,005-23.2% | $3,344-8.0% | $5,609-45.2% |
| Admin fee / account holder | $347 | $6,512-94.7% | $5,019-93.1% | $10,827-96.8% |