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 | $68,287 | $71,883-5.0% | $86,677-21.2% | $68,494-0.3% |
| Participation rate | 66.2% | 72.2%-6.0pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -15.75% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $534 | $2,173-75.4% | $2,836-81.2% | $2,596-79.4% |
| Participant deferral / active EE | $2,986 | $3,779-21.0% | $4,656-35.9% | $4,027-25.9% |
| Admin fee / account holder | $3,687 | $6,112-39.7% | $7,493-50.8% | $5,403-31.8% |