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 | $23,169 | $61,660-62.4% | $80,019-71.0% | $64,186-63.9% |
| Participation rate | 53.2% | 71.7%-18.5pp | 75.8%-22.6pp | 69.6%-16.4pp |
| Annual return | -6.93% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $359 | $1,810-80.2% | $2,468-85.4% | $2,381-84.9% |
| Participant deferral / active EE | $1,396 | $2,968-53.0% | $3,686-62.1% | $3,470-59.8% |
| Admin fee / account holder | $365 | $5,417-93.3% | $6,521-94.4% | $4,888-92.5% |