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 | $43,956 | $64,707-32.1% | $112,228-60.8% | $68,494-35.8% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | -16.67% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $371 | $2,746-86.5% | $3,635-89.8% | $2,596-85.7% |
| Participant deferral / active EE | $2,007 | $3,565-43.7% | $4,728-57.5% | $4,027-50.2% |
| Admin fee / account holder | $5,560 | $5,232+6.3% | $6,410-13.3% | $5,403+2.9% |