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 | $48,665 | $50,958-4.5% | $74,550-34.7% | $64,186-24.2% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.1%-44.1pp | 69.6%-44.6pp |
| Annual return | -6.79% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,483 | $2,301-35.6% | $3,108-52.3% | $3,470-57.3% |
| Admin fee / account holder | $7,135 | $4,223+69.0% | $5,060+41.0% | $4,888+46.0% |