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 | $59,572 | $72,404-17.7% | $110,238-46.0% | $64,186-7.2% |
| Participation rate | 64.6% | 73.3%-8.7pp | 79.8%-15.2pp | 69.6%-4.9pp |
| Annual return | -6.72% | -6.29%-0.4pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $533 | $2,282-76.6% | $3,826-86.1% | $2,381-77.6% |
| Participant deferral / active EE | $4,327 | $3,469+24.7% | $4,672-7.4% | $3,470+24.7% |
| Admin fee / account holder | $3,122 | $5,664-44.9% | $8,547-63.5% | $4,888-36.1% |