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 8-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 | $24,215 | $142,344-83.0% | $119,609-79.8% | $134,475-82.0% |
| Participation rate | 52.2% | 82.8%-30.6pp | 79.3%-27.1pp | 81.2%-29.0pp |
| Annual return | -19.72% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $900 | $5,222-82.8% | $4,232-78.7% | $4,740-81.0% |
| Participant deferral / active EE | $3,242 | $6,469-49.9% | $5,602-42.1% | $6,400-49.3% |
| Admin fee / account holder | $507 | $13,584-96.3% | $10,323-95.1% | $11,426-95.6% |