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 | $48,019 | $82,664-41.9% | $125,339-61.7% | $68,494-29.9% |
| Participation rate | 67.5% | 75.0%-7.5pp | 82.4%-14.8pp | 67.9%-0.4pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $417 | $3,381-87.7% | $4,814-91.3% | $2,596-83.9% |
| Participant deferral / active EE | $4,143 | $6,110-32.2% | $7,446-44.4% | $4,027+2.9% |
| Admin fee / account holder | $8,560 | $6,275+36.4% | $10,010-14.5% | $5,403+58.4% |