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 | $55,465 | $78,694-29.5% | $67,652-18.0% | $125,391-55.8% |
| Participation rate | 54.2% | 78.8%-24.6pp | 75.7%-21.5pp | 83.2%-29.0pp |
| Annual return | 0.30% | 9.46%-9.2pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $209 | $3,044-93.1% | $2,266-90.8% | $4,866-95.7% |
| Participant deferral / active EE | $4,251 | $4,292-1.0% | $3,560+19.4% | $5,352-20.6% |
| Admin fee / account holder | $14,480 | $7,403+95.6% | $4,821+200.4% | $9,540+51.8% |