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 | $34,927 | $62,586-44.2% | $76,768-54.5% | $64,186-45.6% |
| Participation rate | 57.7% | 72.8%-15.1pp | 77.0%-19.3pp | 69.6%-11.9pp |
| Annual return | -2.27% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $352 | $1,832-80.8% | $2,485-85.8% | $2,381-85.2% |
| Participant deferral / active EE | $1,730 | $3,145-45.0% | $3,852-55.1% | $3,470-50.1% |
| Admin fee / account holder | $8,340 | $4,667+78.7% | $6,675+24.9% | $4,888+70.6% |