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 8-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 | $129,517 | $84,527+53.2% | $67,711+91.3% | $125,391+3.3% |
| Participation rate | 37.5% | 74.8%-37.3pp | 67.5%-30.0pp | 83.2%-45.7pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $928 | $4,429-79.0% | $3,585-74.1% | $5,352-82.7% |
| Admin fee / account holder | $2,795 | $5,340-47.7% | $4,255-34.3% | $9,540-70.7% |