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 | $51,522 | $61,660-16.4% | $80,019-35.6% | $64,186-19.7% |
| Participation rate | 65.9% | 71.7%-5.8pp | 75.8%-10.0pp | 69.6%-3.7pp |
| Annual return | -6.24% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $165 | $1,810-90.9% | $2,468-93.3% | $2,381-93.1% |
| Participant deferral / active EE | $3,116 | $2,968+5.0% | $3,686-15.5% | $3,470-10.2% |
| Admin fee / account holder | $2,410 | $5,417-55.5% | $6,521-63.0% | $4,888-50.7% |