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 | $28,219 | $50,958-44.6% | $74,550-62.1% | $64,186-56.0% |
| Participation rate | 53.1% | 61.1%-7.9pp | 69.1%-16.0pp | 69.6%-16.4pp |
| Annual return | -4.49% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,412 | $2,301+4.8% | $3,108-22.4% | $3,470-30.5% |
| Admin fee / account holder | $638 | $4,223-84.9% | $5,060-87.4% | $4,888-87.0% |