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 | $45,005 | $59,805-24.7% | $79,550-43.4% | $68,494-34.3% |
| Participation rate | 62.3% | 61.1%+1.3pp | 69.5%-7.2pp | 67.9%-5.6pp |
| Annual return | -18.17% | -12.30%-5.9pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $146 | $1,505-90.3% | $2,413-93.9% | $2,596-94.4% |
| Participant deferral / active EE | $1,816 | $3,024-39.9% | $3,985-54.4% | $4,027-54.9% |
| Admin fee / account holder | $2,381 | $4,835-50.7% | $6,832-65.1% | $5,403-55.9% |