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 | $41,153 | $107,791-61.8% | $90,645-54.6% | $135,375-69.6% |
| Participation rate | 68.8% | 78.0%-9.3pp | 74.0%-5.3pp | 82.6%-13.9pp |
| Annual return | -3.98% | -0.90%-3.1pp | 1.88%-5.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,698 | $3,872-30.3% | $3,425-21.2% | $5,609-51.9% |
| Admin fee / account holder | $1,447 | $5,930-75.6% | $4,994-71.0% | $10,827-86.6% |