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 | $38,640 | $94,529-59.1% | $140,016-72.4% | $64,186-39.8% |
| Participation rate | 49.2% | 84.1%-34.9pp | 87.5%-38.3pp | 69.6%-20.4pp |
| Annual return | -4.43% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $283 | $3,812-92.6% | $5,606-94.9% | $2,381-88.1% |
| Participant deferral / active EE | $2,461 | $5,250-53.1% | $6,927-64.5% | $3,470-29.1% |
| Admin fee / account holder | $3,289 | $6,741-51.2% | $10,705-69.3% | $4,888-32.7% |