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 | $49,089 | $64,707-24.1% | $112,228-56.3% | $68,494-28.3% |
| Participation rate | 54.8% | 67.2%-12.3pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -18.63% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $509 | $2,746-81.5% | $3,635-86.0% | $2,596-80.4% |
| Participant deferral / active EE | $2,222 | $3,565-37.7% | $4,728-53.0% | $4,027-44.8% |
| Admin fee / account holder | $1,271 | $5,232-75.7% | $6,410-80.2% | $5,403-76.5% |