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 | $65,480 | $59,805+9.5% | $79,550-17.7% | $68,494-4.4% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.5%-40.9pp | 67.9%-39.3pp |
| Annual return | -12.90% | -12.30%-0.6pp | 0.16%-13.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,003 | $3,024-33.8% | $3,985-49.7% | $4,027-50.3% |
| Admin fee / account holder | $4,875 | $4,835+0.8% | $6,832-28.6% | $5,403-9.8% |