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 | $31,777 | $95,862-66.9% | $79,550-60.1% | $134,475-76.4% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -14.26% | -2.69%-11.6pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $474 | $3,128-84.8% | $2,413-80.4% | $4,740-90.0% |
| Participant deferral / active EE | $1,406 | $4,693-70.0% | $3,985-64.7% | $6,400-78.0% |
| Admin fee / account holder | $8,471 | $9,126-7.2% | $6,832+24.0% | $11,426-25.9% |