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 | $37,140 | $167,307-77.8% | $143,757-74.2% | $134,475-72.4% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -16.51% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,068 | $5,619-81.0% | $4,951-78.4% | $4,740-77.5% |
| Participant deferral / active EE | $4,269 | $6,446-33.8% | $5,637-24.3% | $6,400-33.3% |
| Admin fee / account holder | $7,049 | $18,088-61.0% | $14,673-52.0% | $11,426-38.3% |