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 | $56,498 | $83,427-32.3% | $115,756-51.2% | $68,494-17.5% |
| Participation rate | 12.1% | 71.9%-59.8pp | 77.1%-65.0pp | 67.9%-55.8pp |
| Annual return | 2.47% | -10.95%+13.4pp | 143.14%-140.7pp | -7.84%+10.3pp |
| Employer contribution / active EE | $202 | $3,075-93.4% | $3,793-94.7% | $2,596-92.2% |
| Participant deferral / active EE | $2,699 | $5,355-49.6% | $6,254-56.8% | $4,027-33.0% |
| Admin fee / account holder | $4,294 | $5,708-24.8% | $8,124-47.1% | $5,403-20.5% |