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 | $35,202 | $167,484-79.0% | $151,611-76.8% | $134,475-73.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.23% | 7.80%-27.0pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $768 | $6,829-88.8% | $6,166-87.5% | $4,740-83.8% |
| Participant deferral / active EE | $8,932 | $8,986-0.6% | $8,363+6.8% | $6,400+39.6% |
| Admin fee / account holder | $3,394 | $13,783-75.4% | $11,616-70.8% | $11,426-70.3% |