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 | $41,879 | $92,222-54.6% | $76,768-45.4% | $135,375-69.1% |
| Participation rate | 26.7% | 79.8%-53.1pp | 77.0%-50.3pp | 82.6%-56.0pp |
| Annual return | -5.49% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $556 | $3,216-82.7% | $2,485-77.6% | $4,779-88.4% |
| Participant deferral / active EE | $1,555 | $4,509-65.5% | $3,852-59.6% | $5,609-72.3% |
| Admin fee / account holder | $2,989 | $10,748-72.2% | $6,675-55.2% | $10,827-72.4% |