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 | $41,317 | $71,883-42.5% | $86,677-52.3% | $68,494-39.7% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-12.9pp | 67.9%-4.3pp |
| Annual return | -14.96% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $451 | $2,173-79.2% | $2,836-84.1% | $2,596-82.6% |
| Participant deferral / active EE | $2,669 | $3,779-29.4% | $4,656-42.7% | $4,027-33.7% |
| Admin fee / account holder | $7,463 | $6,112+22.1% | $7,493-0.4% | $5,403+38.1% |