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 | $52,080 | $71,883-27.5% | $86,677-39.9% | $68,494-24.0% |
| Participation rate | 55.3% | 72.2%-17.0pp | 76.6%-21.3pp | 67.9%-12.6pp |
| Annual return | -11.24% | 3.52%-14.8pp | 35.91%-47.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $305 | $2,173-86.0% | $2,836-89.2% | $2,596-88.2% |
| Participant deferral / active EE | $2,678 | $3,779-29.1% | $4,656-42.5% | $4,027-33.5% |
| Admin fee / account holder | $466 | $6,112-92.4% | $7,493-93.8% | $5,403-91.4% |