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 | $12,594 | $43,327-70.9% | $59,878-79.0% | $64,186-80.4% |
| Participation rate | 52.3% | 69.2%-16.9pp | 74.7%-22.4pp | 69.6%-17.3pp |
| Annual return | -4.44% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $270 | $2,028-86.7% | $2,722-90.1% | $2,381-88.7% |
| Participant deferral / active EE | $1,395 | $2,546-45.2% | $3,402-59.0% | $3,470-59.8% |
| Admin fee / account holder | $880 | $3,005-70.7% | $3,590-75.5% | $4,888-82.0% |