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 | $64,869 | $59,805+8.5% | $79,550-18.5% | $68,494-5.3% |
| Participation rate | 28.2% | 61.1%-32.9pp | 69.5%-41.3pp | 67.9%-39.7pp |
| Annual return | -16.06% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,801 | $3,024-40.5% | $3,985-54.8% | $4,027-55.3% |
| Admin fee / account holder | $10,519 | $4,835+117.6% | $6,832+54.0% | $5,403+94.7% |