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 7-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 | $41,572 | $133,958-69.0% | $112,228-63.0% | $134,475-69.1% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.1%-56.9pp | 81.2%-63.0pp |
| Annual return | -19.19% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $617 | $4,038-84.7% | $3,635-83.0% | $4,740-87.0% |
| Participant deferral / active EE | $2,337 | $5,291-55.8% | $4,728-50.6% | $6,400-63.5% |
| Admin fee / account holder | $375 | $7,489-95.0% | $6,410-94.1% | $11,426-96.7% |