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 | $48,245 | $61,660-21.8% | $80,019-39.7% | $64,186-24.8% |
| Participation rate | 67.4% | 71.7%-4.2pp | 75.8%-8.4pp | 69.6%-2.1pp |
| Annual return | -3.63% | -0.33%-3.3pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,840 | $2,968-38.0% | $3,686-50.1% | $3,470-47.0% |
| Admin fee / account holder | $9,196 | $5,417+69.7% | $6,521+41.0% | $4,888+88.1% |