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 | $46,952 | $82,664-43.2% | $125,339-62.5% | $68,494-31.5% |
| Participation rate | 51.9% | 75.0%-23.1pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -14.02% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $235 | $3,381-93.1% | $4,814-95.1% | $2,596-91.0% |
| Participant deferral / active EE | $6,921 | $6,110+13.3% | $7,446-7.1% | $4,027+71.9% |
| Admin fee / account holder | $6,208 | $6,275-1.1% | $10,010-38.0% | $5,403+14.9% |