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 | $134,626 | $59,805+125.1% | $79,550+69.2% | $68,494+96.6% |
| Participation rate | 31.0% | 61.1%-30.0pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -18.98% | -12.30%-6.7pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $213 | $1,505-85.8% | $2,413-91.2% | $2,596-91.8% |
| Participant deferral / active EE | $2,870 | $3,024-5.1% | $3,985-28.0% | $4,027-28.7% |
| Admin fee / account holder | $2,237 | $4,835-53.7% | $6,832-67.3% | $5,403-58.6% |