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 | $42,781 | $64,707-33.9% | $112,228-61.9% | $68,494-37.5% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -18.14% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $605 | $2,746-78.0% | $3,635-83.4% | $2,596-76.7% |
| Participant deferral / active EE | $2,457 | $3,565-31.1% | $4,728-48.0% | $4,027-39.0% |
| Admin fee / account holder | $354 | $5,232-93.2% | $6,410-94.5% | $5,403-93.4% |