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 | $58,447 | $142,344-58.9% | $119,609-51.1% | $134,475-56.5% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -18.55% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $463 | $5,222-91.1% | $4,232-89.0% | $4,740-90.2% |
| Participant deferral / active EE | $4,316 | $6,469-33.3% | $5,602-23.0% | $6,400-32.6% |
| Admin fee / account holder | $1,764 | $13,584-87.0% | $10,323-82.9% | $11,426-84.6% |