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 | $84,040 | $167,307-49.8% | $143,757-41.5% | $134,475-37.5% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -18.69% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,037 | $5,619-81.5% | $4,951-79.1% | $4,740-78.1% |
| Participant deferral / active EE | $3,425 | $6,446-46.9% | $5,637-39.2% | $6,400-46.5% |
| Admin fee / account holder | $2,223 | $18,088-87.7% | $14,673-84.8% | $11,426-80.5% |