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 | $46,184 | $133,958-65.5% | $112,228-58.8% | $134,475-65.7% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -19.32% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $365 | $4,038-91.0% | $3,635-90.0% | $4,740-92.3% |
| Participant deferral / active EE | $2,494 | $5,291-52.9% | $4,728-47.2% | $6,400-61.0% |
| Admin fee / account holder | $723 | $7,489-90.3% | $6,410-88.7% | $11,426-93.7% |