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 | $29,047 | $42,894-32.3% | $60,874-52.3% | $68,494-57.6% |
| Participation rate | 32.6% | 66.8%-34.2pp | 73.1%-40.5pp | 67.9%-35.3pp |
| Annual return | -14.03% | -13.98%-0.1pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $259 | $1,978-86.9% | $2,701-90.4% | $2,596-90.0% |
| Participant deferral / active EE | $1,399 | $2,867-51.2% | $3,817-63.3% | $4,027-65.3% |
| Admin fee / account holder | $2,378 | $3,101-23.3% | $3,224-26.2% | $5,403-56.0% |