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 | $35,663 | $59,805-40.4% | $79,550-55.2% | $68,494-47.9% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.5%-1.9pp | 67.9%-0.3pp |
| Annual return | -13.33% | -12.30%-1.0pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,873 | $3,024-5.0% | $3,985-27.9% | $4,027-28.7% |
| Admin fee / account holder | $3,606 | $4,835-25.4% | $6,832-47.2% | $5,403-33.3% |