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 | $24,819 | $73,867-66.4% | $143,757-82.7% | $68,494-63.8% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $394 | $3,184-87.6% | $4,951-92.0% | $2,596-84.8% |
| Participant deferral / active EE | $1,475 | $3,384-56.4% | $5,637-73.8% | $4,027-63.4% |
| Admin fee / account holder | $4,967 | $5,755-13.7% | $14,673-66.1% | $5,403-8.1% |