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 | $42,003 | $190,805-78.0% | $159,960-73.7% | $134,475-68.8% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -17.31% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $548 | $4,995-89.0% | $4,226-87.0% | $4,740-88.4% |
| Participant deferral / active EE | $2,427 | $6,923-64.9% | $6,182-60.7% | $6,400-62.1% |
| Admin fee / account holder | $1,742 | $10,471-83.4% | $8,698-80.0% | $11,426-84.8% |