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 | $40,655 | $59,805-32.0% | $79,550-48.9% | $68,494-40.6% |
| Participation rate | 40.9% | 61.1%-20.2pp | 69.5%-28.6pp | 67.9%-27.0pp |
| Annual return | -17.92% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | -$2 | $1,505-100.1% | $2,413-100.1% | $2,596-100.1% |
| Participant deferral / active EE | $3,339 | $3,024+10.4% | $3,985-16.2% | $4,027-17.1% |
| Admin fee / account holder | $2,442 | $4,835-49.5% | $6,832-64.3% | $5,403-54.8% |