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 | $28,305 | $83,427-66.1% | $115,756-75.5% | $68,494-58.7% |
| Participation rate | 56.1% | 71.9%-15.8pp | 77.1%-20.9pp | 67.9%-11.7pp |
| Annual return | -18.28% | -10.95%-7.3pp | 143.14%-161.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $655 | $3,075-78.7% | $3,793-82.7% | $2,596-74.8% |
| Participant deferral / active EE | $2,357 | $5,355-56.0% | $6,254-62.3% | $4,027-41.5% |
| Admin fee / account holder | $1,022 | $5,708-82.1% | $8,124-87.4% | $5,403-81.1% |