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 | $54,024 | $142,344-62.0% | $119,609-54.8% | $134,475-59.8% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -17.99% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $582 | $5,222-88.8% | $4,232-86.2% | $4,740-87.7% |
| Participant deferral / active EE | $2,381 | $6,469-63.2% | $5,602-57.5% | $6,400-62.8% |
| Admin fee / account holder | $3,369 | $13,584-75.2% | $10,323-67.4% | $11,426-70.5% |