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 | $38,567 | $73,867-47.8% | $143,757-73.2% | $68,494-43.7% |
| Participation rate | 38.9% | 66.7%-27.8pp | 80.3%-41.4pp | 67.9%-29.0pp |
| Annual return | -14.38% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $323 | $3,184-89.8% | $4,951-93.5% | $2,596-87.5% |
| Participant deferral / active EE | $1,801 | $3,384-46.8% | $5,637-68.0% | $4,027-55.3% |
| Admin fee / account holder | $6,936 | $5,755+20.5% | $14,673-52.7% | $5,403+28.4% |