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 | $50,062 | $59,805-16.3% | $79,550-37.1% | $68,494-26.9% |
| Participation rate | 49.0% | 61.1%-12.1pp | 69.5%-20.5pp | 67.9%-18.9pp |
| Annual return | -17.18% | -12.30%-4.9pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,495 | $3,024-17.5% | $3,985-37.4% | $4,027-38.1% |
| Admin fee / account holder | $11,594 | $4,835+139.8% | $6,832+69.7% | $5,403+114.6% |