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 | $43,027 | $73,867-41.8% | $143,757-70.1% | $68,494-37.2% |
| Participation rate | 51.2% | 66.7%-15.4pp | 80.3%-29.1pp | 67.9%-16.7pp |
| Annual return | -15.73% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $357 | $3,184-88.8% | $4,951-92.8% | $2,596-86.2% |
| Participant deferral / active EE | $3,228 | $3,384-4.6% | $5,637-42.7% | $4,027-19.8% |
| Admin fee / account holder | $4,338 | $5,755-24.6% | $14,673-70.4% | $5,403-19.7% |