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 | $70,677 | $81,900-13.7% | $119,609-40.9% | $68,494+3.2% |
| Participation rate | 38.6% | 71.9%-33.3pp | 79.3%-40.6pp | 67.9%-29.3pp |
| Annual return | -11.19% | -23.82%+12.6pp | -14.97%+3.8pp | -7.84%-3.3pp |
| Employer contribution / active EE | $671 | $2,693-75.1% | $4,232-84.1% | $2,596-74.1% |
| Participant deferral / active EE | $2,685 | $4,148-35.3% | $5,602-52.1% | $4,027-33.3% |
| Admin fee / account holder | $13,301 | $6,582+102.1% | $10,323+28.8% | $5,403+146.2% |