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 | $43,901 | $62,586-29.9% | $76,768-42.8% | $64,186-31.6% |
| Participation rate | 47.0% | 72.8%-25.8pp | 77.0%-30.0pp | 69.6%-22.6pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $242 | $1,832-86.8% | $2,485-90.3% | $2,381-89.8% |
| Participant deferral / active EE | $5,015 | $3,145+59.5% | $3,852+30.2% | $3,470+44.5% |
| Admin fee / account holder | $1,076 | $4,667-76.9% | $6,675-83.9% | $4,888-78.0% |