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 | $55,143 | $94,529-41.7% | $140,016-60.6% | $64,186-14.1% |
| Participation rate | 58.1% | 84.1%-26.0pp | 87.5%-29.4pp | 69.6%-11.5pp |
| Annual return | -5.46% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $981 | $3,812-74.3% | $5,606-82.5% | $2,381-58.8% |
| Participant deferral / active EE | $4,793 | $5,250-8.7% | $6,927-30.8% | $3,470+38.1% |
| Admin fee / account holder | $3,782 | $6,741-43.9% | $10,705-64.7% | $4,888-22.6% |