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 | $29,607 | $142,344-79.2% | $119,609-75.2% | $134,475-78.0% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -15.61% | -12.44%-3.2pp | -14.97%-0.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $147 | $5,222-97.2% | $4,232-96.5% | $4,740-96.9% |
| Participant deferral / active EE | $4,257 | $6,469-34.2% | $5,602-24.0% | $6,400-33.5% |
| Admin fee / account holder | $303 | $13,584-97.8% | $10,323-97.1% | $11,426-97.3% |