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 | $27,038 | $167,307-83.8% | $143,757-81.2% | $134,475-79.9% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -5.71% | 0.46%-6.2pp | -0.04%-5.7pp | 417.96%-423.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,487 | $6,446-61.4% | $5,637-55.9% | $6,400-61.1% |
| Admin fee / account holder | $1,754 | $18,088-90.3% | $14,673-88.0% | $11,426-84.6% |