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 | $43,979 | $67,411-34.8% | $91,001-51.7% | $70,131-37.3% |
| Participation rate | 56.8% | 71.4%-14.6pp | 75.6%-18.8pp | 69.5%-12.8pp |
| Annual return | 13.09% | -40.16%+53.3pp | 4.60%+8.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4 | $1,786-99.8% | $2,456-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $1,768 | $2,823-37.4% | $3,547-50.2% | $3,332-46.9% |
| Admin fee / account holder | $2,730 | $4,236-35.6% | $5,417-49.6% | $4,645-41.2% |