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 | $26,979 | $138,065-80.5% | $123,544-78.2% | $135,375-80.1% |
| Participation rate | 40.9% | 84.7%-43.8pp | 82.3%-41.4pp | 82.6%-41.7pp |
| Annual return | -3.60% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $857 | $5,151-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $2,424 | $6,799-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $6,614 | $10,916-39.4% | $9,284-28.8% | $10,827-38.9% |