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 | $26,610 | $43,327-38.6% | $59,878-55.6% | $64,186-58.5% |
| Participation rate | 22.2% | 69.2%-46.9pp | 74.7%-52.5pp | 69.6%-47.3pp |
| Annual return | -5.87% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $193 | $2,028-90.5% | $2,722-92.9% | $2,381-91.9% |
| Participant deferral / active EE | $844 | $2,546-66.9% | $3,402-75.2% | $3,470-75.7% |
| Admin fee / account holder | $7,644 | $3,005+154.4% | $3,590+112.9% | $4,888+56.4% |