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 | $21,936 | $73,867-70.3% | $143,757-84.7% | $68,494-68.0% |
| Participation rate | 45.0% | 66.7%-21.7pp | 80.3%-35.3pp | 67.9%-22.9pp |
| Annual return | -9.73% | 1.01%-10.7pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $391 | $3,184-87.7% | $4,951-92.1% | $2,596-84.9% |
| Participant deferral / active EE | $1,206 | $3,384-64.4% | $5,637-78.6% | $4,027-70.1% |
| Admin fee / account holder | $665 | $5,755-88.4% | $14,673-95.5% | $5,403-87.7% |