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 | $49,788 | $95,193-47.7% | $76,523-34.9% | $135,375-63.2% |
| Participation rate | 15.0% | 74.4%-59.4pp | 68.0%-53.0pp | 82.6%-67.6pp |
| Annual return | -7.61% | 4.85%-12.5pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,633 | $4,639-64.8% | $3,835-57.4% | $5,609-70.9% |
| Admin fee / account holder | $5,440 | $6,249-12.9% | $4,848+12.2% | $10,827-49.8% |