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 | $63,273 | $42,383+49.3% | $76,523-17.3% | $64,186-1.4% |
| Participation rate | 55.6% | 58.1%-2.6pp | 68.0%-12.4pp | 69.6%-14.0pp |
| Annual return | -6.87% | -16.54%+9.7pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,470 | $2,566-3.8% | $3,835-35.6% | $3,470-28.8% |
| Admin fee / account holder | $3,025 | $3,198-5.4% | $4,848-37.6% | $4,888-38.1% |