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 | $39,611 | $64,707-38.8% | $112,228-64.7% | $68,494-42.2% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $220 | $2,746-92.0% | $3,635-93.9% | $2,596-91.5% |
| Participant deferral / active EE | $1,889 | $3,565-47.0% | $4,728-60.0% | $4,027-53.1% |
| Admin fee / account holder | $6,148 | $5,232+17.5% | $6,410-4.1% | $5,403+13.8% |