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 | $166,779 | $50,958+227.3% | $74,550+123.7% | $64,186+159.8% |
| Participation rate | 41.2% | 61.1%-19.9pp | 69.1%-28.0pp | 69.6%-28.4pp |
| Annual return | -5.23% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,801 | $2,301-21.7% | $3,108-42.1% | $3,470-48.1% |
| Admin fee / account holder | $11,504 | $4,223+172.4% | $5,060+127.4% | $4,888+135.4% |