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 7-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 | $47,367 | $100,754-53.0% | $86,677-45.4% | $134,475-64.8% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -19.04% | 29.04%-48.1pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,706 | $5,338-11.8% | $4,656+1.1% | $6,400-26.5% |
| Admin fee / account holder | $14,144 | $10,926+29.4% | $7,493+88.8% | $11,426+23.8% |