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 | $38,024 | $87,540-56.6% | $75,781-49.8% | $125,391-69.7% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -2.90% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $400 | $3,930-89.8% | $3,323-88.0% | $4,866-91.8% |
| Participant deferral / active EE | $2,823 | $4,229-33.3% | $3,651-22.7% | $5,352-47.3% |
| Admin fee / account holder | $1,147 | $6,502-82.4% | $5,299-78.4% | $9,540-88.0% |