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 | $68,101 | $73,867-7.8% | $143,757-52.6% | $68,494-0.6% |
| Participation rate | 59.5% | 66.7%-7.2pp | 80.3%-20.8pp | 67.9%-8.4pp |
| Annual return | -17.38% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $187 | $3,184-94.1% | $4,951-96.2% | $2,596-92.8% |
| Participant deferral / active EE | $2,581 | $3,384-23.7% | $5,637-54.2% | $4,027-35.9% |
| Admin fee / account holder | $3,985 | $5,755-30.8% | $14,673-72.8% | $5,403-26.2% |