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 | $28,872 | $81,900-64.7% | $119,609-75.9% | $68,494-57.8% |
| Participation rate | 45.2% | 71.9%-26.7pp | 79.3%-34.1pp | 67.9%-22.7pp |
| Annual return | -15.89% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $567 | $2,693-78.9% | $4,232-86.6% | $2,596-78.2% |
| Participant deferral / active EE | $2,241 | $4,148-46.0% | $5,602-60.0% | $4,027-44.4% |
| Admin fee / account holder | $898 | $6,582-86.4% | $10,323-91.3% | $5,403-83.4% |