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 | $20,579 | $45,863-55.1% | $77,024-73.3% | $68,494-70.0% |
| Participation rate | 36.2% | 55.9%-19.7pp | 67.9%-31.7pp | 67.9%-31.7pp |
| Annual return | -15.52% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $206 | $1,650-87.5% | $2,812-92.7% | $2,596-92.1% |
| Participant deferral / active EE | $854 | $2,962-71.2% | $4,426-80.7% | $4,027-78.8% |
| Admin fee / account holder | $4,187 | $3,041+37.7% | $5,425-22.8% | $5,403-22.5% |