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 9-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 | $38,173 | $180,449-78.8% | $154,107-75.2% | $135,375-71.8% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | -3.61% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $434 | $6,035-92.8% | $5,298-91.8% | $4,779-90.9% |
| Participant deferral / active EE | $2,229 | $5,806-61.6% | $5,081-56.1% | $5,609-60.3% |
| Admin fee / account holder | $16,549 | $16,143+2.5% | $13,411+23.4% | $10,827+52.8% |