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 | $46,257 | $50,958-9.2% | $74,550-38.0% | $64,186-27.9% |
| Participation rate | 30.1% | 61.1%-31.0pp | 69.1%-39.0pp | 69.6%-39.5pp |
| Annual return | -6.44% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,794 | $2,301-22.0% | $3,108-42.3% | $3,470-48.3% |
| Admin fee / account holder | $9,446 | $4,223+123.7% | $5,060+86.7% | $4,888+93.2% |