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 | $34,808 | $59,805-41.8% | $79,550-56.2% | $68,494-49.2% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.5%-21.5pp | 67.9%-19.9pp |
| Annual return | -8.78% | -12.30%+3.5pp | 0.16%-8.9pp | -7.84%-0.9pp |
| Employer contribution / active EE | $145 | $1,505-90.4% | $2,413-94.0% | $2,596-94.4% |
| Participant deferral / active EE | $1,968 | $3,024-34.9% | $3,985-50.6% | $4,027-51.1% |
| Admin fee / account holder | $37,975 | $4,835+685.5% | $6,832+455.8% | $5,403+602.9% |