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 | $55,857 | $95,971-41.8% | $74,550-25.1% | $135,375-58.7% |
| Participation rate | 8.7% | 75.7%-67.0pp | 69.1%-60.4pp | 82.6%-73.9pp |
| Annual return | -4.76% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $306 | $2,716-88.7% | $1,961-84.4% | $4,779-93.6% |
| Participant deferral / active EE | $1,806 | $3,843-53.0% | $3,108-41.9% | $5,609-67.8% |
| Admin fee / account holder | $1,423 | $6,522-78.2% | $5,060-71.9% | $10,827-86.9% |