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 | $30,282 | $46,674-35.1% | $117,472-74.2% | $68,494-55.8% |
| Participation rate | 56.0% | 56.8%-0.8pp | 70.6%-14.6pp | 67.9%-11.9pp |
| Annual return | -16.63% | -14.52%-2.1pp | 29.74%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,055 | $2,636+15.9% | $4,070-24.9% | $4,027-24.1% |
| Admin fee / account holder | $1,662 | $4,020-58.7% | $5,645-70.6% | $5,403-69.2% |