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 5-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 | $14,265 | $48,046-70.3% | $84,611-83.1% | $72,985-80.5% |
| Participation rate | 37.3% | 57.6%-20.2pp | 68.2%-30.9pp | 69.5%-32.2pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $84 | $1,602-94.7% | $2,652-96.8% | $2,440-96.5% |
| Participant deferral / active EE | $3,764 | $2,680+40.4% | $3,899-3.5% | $3,607+4.3% |
| Admin fee / account holder | $368 | $3,395-89.2% | $4,912-92.5% | $5,124-92.8% |