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 | $60,047 | $71,883-16.5% | $86,677-30.7% | $68,494-12.3% |
| Participation rate | 51.4% | 72.2%-20.8pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -13.48% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $405 | $2,173-81.4% | $2,836-85.7% | $2,596-84.4% |
| Participant deferral / active EE | $3,222 | $3,779-14.7% | $4,656-30.8% | $4,027-20.0% |
| Admin fee / account holder | $3,160 | $6,112-48.3% | $7,493-57.8% | $5,403-41.5% |