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 | $28,010 | $62,586-55.2% | $76,768-63.5% | $64,186-56.4% |
| Participation rate | 47.2% | 72.8%-25.6pp | 77.0%-29.7pp | 69.6%-22.3pp |
| Annual return | 8.37% | -1.95%+10.3pp | 2.43%+5.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,366 | $3,145-24.8% | $3,852-38.6% | $3,470-31.8% |
| Admin fee / account holder | $11,068 | $4,667+137.2% | $6,675+65.8% | $4,888+126.4% |