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 | $60,793 | $61,660-1.4% | $80,019-24.0% | $64,186-5.3% |
| Participation rate | 46.7% | 71.7%-25.0pp | 75.8%-29.2pp | 69.6%-22.9pp |
| Annual return | -5.21% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $340 | $1,810-81.2% | $2,468-86.2% | $2,381-85.7% |
| Participant deferral / active EE | $1,374 | $2,968-53.7% | $3,686-62.7% | $3,470-60.4% |
| Admin fee / account holder | $10,183 | $5,417+88.0% | $6,521+56.2% | $4,888+108.3% |