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 | $59,836 | $62,586-4.4% | $76,768-22.1% | $64,186-6.8% |
| Participation rate | 58.7% | 72.8%-14.1pp | 77.0%-18.3pp | 69.6%-10.9pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $121 | $1,832-93.4% | $2,485-95.1% | $2,381-94.9% |
| Participant deferral / active EE | $2,732 | $3,145-13.1% | $3,852-29.1% | $3,470-21.3% |
| Admin fee / account holder | $10,130 | $4,667+117.1% | $6,675+51.8% | $4,888+107.2% |