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 | $19,454 | $73,867-73.7% | $143,757-86.5% | $68,494-71.6% |
| Participation rate | 37.7% | 66.7%-28.9pp | 80.3%-42.6pp | 67.9%-30.2pp |
| Annual return | -15.79% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $276 | $3,184-91.3% | $4,951-94.4% | $2,596-89.4% |
| Participant deferral / active EE | $1,161 | $3,384-65.7% | $5,637-79.4% | $4,027-71.2% |
| Admin fee / account holder | $4,838 | $5,755-15.9% | $14,673-67.0% | $5,403-10.5% |