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 | $51,241 | $110,094-53.5% | $151,611-66.2% | $68,494-25.2% |
| Participation rate | 56.5% | 84.0%-27.4pp | 87.5%-31.0pp | 67.9%-11.4pp |
| Annual return | -17.75% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,027 | $4,471-77.0% | $6,166-83.3% | $2,596-60.4% |
| Participant deferral / active EE | $3,556 | $6,527-45.5% | $8,363-57.5% | $4,027-11.7% |
| Admin fee / account holder | $3,178 | $7,719-58.8% | $11,616-72.6% | $5,403-41.2% |