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 3-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 | $24,987 | $71,883-65.2% | $86,677-71.2% | $68,494-63.5% |
| Participation rate | 56.4% | 72.2%-15.8pp | 76.6%-20.2pp | 67.9%-11.5pp |
| Annual return | -11.03% | 3.52%-14.6pp | 35.91%-46.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $424 | $2,173-80.5% | $2,836-85.1% | $2,596-83.7% |
| Participant deferral / active EE | $3,199 | $3,779-15.3% | $4,656-31.3% | $4,027-20.6% |
| Admin fee / account holder | $7,187 | $6,112+17.6% | $7,493-4.1% | $5,403+33.0% |