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 | $72,180 | $77,813-7.2% | $123,544-41.6% | $64,186+12.5% |
| Participation rate | 37.1% | 74.7%-37.6pp | 82.3%-45.2pp | 69.6%-32.4pp |
| Annual return | -3.14% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $267 | $3,014-91.2% | $4,628-94.2% | $2,381-88.8% |
| Participant deferral / active EE | $2,331 | $5,240-55.5% | $6,426-63.7% | $3,470-32.8% |
| Admin fee / account holder | $30,462 | $5,519+452.0% | $9,284+228.1% | $4,888+523.2% |