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 | $30,972 | $77,813-60.2% | $123,544-74.9% | $64,186-51.7% |
| Participation rate | 42.9% | 74.7%-31.9pp | 82.3%-39.4pp | 69.6%-26.7pp |
| Annual return | -3.74% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,385 | $5,240-16.3% | $6,426-31.8% | $3,470+26.4% |
| Admin fee / account holder | $7,454 | $5,519+35.1% | $9,284-19.7% | $4,888+52.5% |