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 | $25,898 | $54,726-52.7% | $68,793-62.4% | $64,186-59.7% |
| Participation rate | 61.8% | 68.0%-6.2pp | 72.2%-10.4pp | 69.6%-7.7pp |
| Annual return | -3.61% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $268 | $1,846-85.5% | $2,625-89.8% | $2,381-88.7% |
| Participant deferral / active EE | $1,022 | $2,626-61.1% | $3,311-69.1% | $3,470-70.6% |
| Admin fee / account holder | $574 | $4,027-85.8% | $5,131-88.8% | $4,888-88.3% |