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 | $64,973 | $59,805+8.6% | $79,550-18.3% | $68,494-5.1% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.5%-7.9pp | 67.9%-6.3pp |
| Annual return | -11.61% | -12.30%+0.7pp | 0.16%-11.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $285 | $1,505-81.0% | $2,413-88.2% | $2,596-89.0% |
| Participant deferral / active EE | $1,561 | $3,024-48.4% | $3,985-60.8% | $4,027-61.2% |
| Admin fee / account holder | $18,403 | $4,835+280.6% | $6,832+169.4% | $5,403+240.6% |