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 | $33,987 | $54,380-37.5% | $68,509-50.4% | $59,632-43.0% |
| Participation rate | 32.9% | 70.2%-37.3pp | 74.7%-41.8pp | 68.7%-35.7pp |
| Annual return | -0.54% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $261 | $1,539-83.0% | $2,278-88.5% | $2,203-88.1% |
| Participant deferral / active EE | $1,473 | $2,643-44.3% | $3,382-56.5% | $3,192-53.9% |
| Admin fee / account holder | $1,323 | $3,885-66.0% | $5,275-74.9% | $4,297-69.2% |