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 | $26,017 | $133,958-80.6% | $112,228-76.8% | $134,475-80.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -12.49% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.5pp |
| Employer contribution / active EE | $426 | $4,038-89.5% | $3,635-88.3% | $4,740-91.0% |
| Participant deferral / active EE | $2,585 | $5,291-51.1% | $4,728-45.3% | $6,400-59.6% |
| Admin fee / account holder | $2,793 | $7,489-62.7% | $6,410-56.4% | $11,426-75.6% |