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 | $61,791 | $50,958+21.3% | $74,550-17.1% | $64,186-3.7% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.1%-44.1pp | 69.6%-44.6pp |
| Annual return | -5.15% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,229 | $2,301-46.6% | $3,108-60.5% | $3,470-64.6% |
| Admin fee / account holder | $4,049 | $4,223-4.1% | $5,060-20.0% | $4,888-17.2% |