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 | $38,380 | $64,707-40.7% | $112,228-65.8% | $68,494-44.0% |
| Participation rate | 63.8% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.1pp |
| Annual return | -13.61% | -11.40%-2.2pp | 27.45%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $490 | $2,746-82.2% | $3,635-86.5% | $2,596-81.1% |
| Participant deferral / active EE | $2,647 | $3,565-25.8% | $4,728-44.0% | $4,027-34.3% |
| Admin fee / account holder | $701 | $5,232-86.6% | $6,410-89.1% | $5,403-87.0% |