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 | $17,156 | $57,354-70.1% | $83,848-79.5% | $64,186-73.3% |
| Participation rate | 48.0% | 68.6%-20.6pp | 76.1%-28.1pp | 69.6%-21.6pp |
| Annual return | -3.21% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $366 | $2,545-85.6% | $3,631-89.9% | $2,381-84.6% |
| Participant deferral / active EE | $2,695 | $2,993-9.9% | $4,082-34.0% | $3,470-22.3% |
| Admin fee / account holder | $8,694 | $4,046+114.9% | $5,478+58.7% | $4,888+77.9% |