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 | $32,799 | $86,699-62.2% | $73,307-55.3% | $125,391-73.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 74.9%-34.9pp | 83.2%-43.2pp |
| Annual return | -1.31% | 2.78%-4.1pp | 5.67%-7.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,282 | $5,550-22.8% | $4,991-14.2% | $5,352-20.0% |
| Admin fee / account holder | $4,238 | $7,771-45.5% | $5,637-24.8% | $9,540-55.6% |