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 | $57,989 | $71,883-19.3% | $86,677-33.1% | $68,494-15.3% |
| Participation rate | 65.0% | 72.2%-7.2pp | 76.6%-11.6pp | 67.9%-2.9pp |
| Annual return | -16.54% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $243 | $2,173-88.8% | $2,836-91.4% | $2,596-90.7% |
| Participant deferral / active EE | $4,294 | $3,779+13.6% | $4,656-7.8% | $4,027+6.6% |
| Admin fee / account holder | $4,193 | $6,112-31.4% | $7,493-44.0% | $5,403-22.4% |