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 8-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 | $37,622 | $167,307-77.5% | $143,757-73.8% | $134,475-72.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -2.62% | 0.46%-3.1pp | -0.04%-2.6pp | 417.96%-420.6pp |
| Employer contribution / active EE | $386 | $5,619-93.1% | $4,951-92.2% | $4,740-91.9% |
| Participant deferral / active EE | $2,657 | $6,446-58.8% | $5,637-52.9% | $6,400-58.5% |
| Admin fee / account holder | $422 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |