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 | $43,546 | $71,883-39.4% | $86,677-49.8% | $68,494-36.4% |
| Participation rate | 45.9% | 72.2%-26.3pp | 76.6%-30.6pp | 67.9%-21.9pp |
| Annual return | -18.71% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $403 | $2,173-81.4% | $2,836-85.8% | $2,596-84.5% |
| Participant deferral / active EE | $2,447 | $3,779-35.2% | $4,656-47.4% | $4,027-39.2% |
| Admin fee / account holder | $3,854 | $6,112-36.9% | $7,493-48.6% | $5,403-28.7% |