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 10-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 | $39,186 | $131,829-70.3% | $108,579-63.9% | $273,961-85.7% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 4.46% | -91.57%+96.0pp | -51.70%+56.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $714 | $4,912-85.5% | $3,758-81.0% | $4,869-85.3% |
| Participant deferral / active EE | $2,059 | $5,127-59.8% | $4,311-52.2% | $5,287-61.1% |
| Admin fee / account holder | $50,206 | $10,252+389.7% | $7,645+556.7% | $10,132+395.5% |