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 6-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 | $64,643 | $167,307-61.4% | $143,757-55.0% | $134,475-51.9% |
| Participation rate | 18.8% | 84.8%-66.1pp | 80.3%-61.6pp | 81.2%-62.5pp |
| Annual return | -19.82% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,129 | $5,619-79.9% | $4,951-77.2% | $4,740-76.2% |
| Participant deferral / active EE | $2,635 | $6,446-59.1% | $5,637-53.3% | $6,400-58.8% |
| Admin fee / account holder | $3,973 | $18,088-78.0% | $14,673-72.9% | $11,426-65.2% |