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 | $35,087 | $71,883-51.2% | $86,677-59.5% | $68,494-48.8% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.1pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $190 | $2,173-91.2% | $2,836-93.3% | $2,596-92.7% |
| Participant deferral / active EE | $2,374 | $3,779-37.2% | $4,656-49.0% | $4,027-41.0% |
| Admin fee / account holder | $15,328 | $6,112+150.8% | $7,493+104.6% | $5,403+183.7% |