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 | $21,612 | $64,707-66.6% | $112,228-80.7% | $68,494-68.4% |
| Participation rate | 39.7% | 67.2%-27.4pp | 75.1%-35.3pp | 67.9%-28.2pp |
| Annual return | -19.03% | -11.40%-7.6pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $593 | $2,746-78.4% | $3,635-83.7% | $2,596-77.2% |
| Participant deferral / active EE | $2,235 | $3,565-37.3% | $4,728-52.7% | $4,027-44.5% |
| Admin fee / account holder | $649 | $5,232-87.6% | $6,410-89.9% | $5,403-88.0% |