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 5-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 | $27,760 | $70,428-60.6% | $96,562-71.3% | $85,850-67.7% |
| Participation rate | 49.0% | 61.8%-12.8pp | 69.8%-20.8pp | 69.3%-20.3pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $194 | $1,413-86.3% | $2,356-91.8% | $2,565-92.4% |
| Participant deferral / active EE | $2,098 | $2,894-27.5% | $3,849-45.5% | $3,952-46.9% |
| Admin fee / account holder | $2,773 | $4,997-44.5% | $6,181-55.1% | $6,260-55.7% |