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 7-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 | $59,347 | $56,357+5.3% | $104,294-43.1% | $68,494-13.4% |
| Participation rate | 45.2% | 63.3%-18.0pp | 73.3%-28.0pp | 67.9%-22.7pp |
| Annual return | -16.83% | -9.19%-7.6pp | 24.61%-41.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,418 | $3,077-53.9% | $4,625-69.3% | $4,027-64.8% |
| Admin fee / account holder | $3,575 | $4,903-27.1% | $7,339-51.3% | $5,403-33.8% |