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 | $21,783 | $64,707-66.3% | $112,228-80.6% | $68,494-68.2% |
| Participation rate | 42.0% | 67.2%-25.1pp | 75.1%-33.0pp | 67.9%-25.9pp |
| Annual return | -18.34% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $676 | $2,746-75.4% | $3,635-81.4% | $2,596-74.0% |
| Participant deferral / active EE | $1,628 | $3,565-54.3% | $4,728-65.6% | $4,027-59.6% |
| Admin fee / account holder | $2,616 | $5,232-50.0% | $6,410-59.2% | $5,403-51.6% |