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 | $23,480 | $62,586-62.5% | $76,768-69.4% | $64,186-63.4% |
| Participation rate | 52.6% | 72.8%-20.2pp | 77.0%-24.3pp | 69.6%-16.9pp |
| Annual return | -4.13% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $410 | $1,832-77.6% | $2,485-83.5% | $2,381-82.8% |
| Participant deferral / active EE | $1,506 | $3,145-52.1% | $3,852-60.9% | $3,470-56.6% |
| Admin fee / account holder | $8,407 | $4,667+80.1% | $6,675+26.0% | $4,888+72.0% |