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 | $44,352 | $45,863-3.3% | $77,024-42.4% | $68,494-35.2% |
| Participation rate | 37.3% | 55.9%-18.6pp | 67.9%-30.6pp | 67.9%-30.6pp |
| Annual return | -16.77% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,201 | $2,962+75.6% | $4,426+17.5% | $4,027+29.1% |
| Admin fee / account holder | $9,253 | $3,041+204.3% | $5,425+70.6% | $5,403+71.3% |