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 | $18,567 | $64,707-71.3% | $112,228-83.5% | $68,494-72.9% |
| Participation rate | 63.2% | 67.2%-4.0pp | 75.1%-11.9pp | 67.9%-4.7pp |
| Annual return | -17.36% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $357 | $2,746-87.0% | $3,635-90.2% | $2,596-86.3% |
| Participant deferral / active EE | $2,337 | $3,565-34.4% | $4,728-50.6% | $4,027-42.0% |
| Admin fee / account holder | $569 | $5,232-89.1% | $6,410-91.1% | $5,403-89.5% |