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 | $160,071 | $211,958-24.5% | $169,463-5.5% | $135,375+18.2% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | -8.24% | 3.26%-11.5pp | 1.83%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $298 | $5,120-94.2% | $4,159-92.8% | $4,779-93.8% |
| Participant deferral / active EE | $3,987 | $6,075-34.4% | $5,277-24.5% | $5,609-28.9% |
| Admin fee / account holder | $12,308 | $11,471+7.3% | $9,109+35.1% | $10,827+13.7% |