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 | $20,566 | $57,354-64.1% | $83,848-75.5% | $64,186-68.0% |
| Participation rate | 37.8% | 68.6%-30.8pp | 76.1%-38.4pp | 69.6%-31.8pp |
| Annual return | -8.36% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $371 | $2,545-85.4% | $3,631-89.8% | $2,381-84.4% |
| Participant deferral / active EE | $1,616 | $2,993-46.0% | $4,082-60.4% | $3,470-53.4% |
| Admin fee / account holder | $681 | $4,046-83.2% | $5,478-87.6% | $4,888-86.1% |