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 | $50,846 | $54,229-6.2% | $70,092-27.5% | $68,494-25.8% |
| Participation rate | 59.7% | 64.5%-4.8pp | 70.5%-10.8pp | 67.9%-8.2pp |
| Annual return | -18.22% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $227 | $2,018-88.7% | $2,559-91.1% | $2,596-91.2% |
| Participant deferral / active EE | $2,334 | $2,956-21.0% | $3,849-39.3% | $4,027-42.0% |
| Admin fee / account holder | $4,620 | $4,694-1.6% | $6,267-26.3% | $5,403-14.5% |